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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,169,462 | $93,131+1155.7% | $106,554+997.5% | $86,828+1246.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 72.72% | 19.45%+53.3pp | 26.80%+45.9pp | 97.95%-25.2pp |
| Employer contribution / active EE | $16,768 | $2,895+479.1% | $2,819+494.8% | $2,406+596.9% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |