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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 | $441,812 | $71,534+517.6% | $98,462+348.7% | $71,529+517.7% |
| Participation rate | 99.3% | 72.7%+26.6pp | 75.2%+24.1pp | 67.9%+31.4pp |
| Annual return | 0.00% | 32.44%-32.4pp | 21.17%-21.2pp | 28.97%-29.0pp |
| Employer contribution / active EE | $26,573 | $2,399+1007.5% | $3,049+771.6% | $2,590+926.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |