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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 | $936,765 | $71,142+1216.8% | $119,628+683.1% | $64,829+1345.0% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.3%+20.5pp | 71.5%+28.3pp |
| Annual return | 45.45% | -10.01%+55.5pp | -14.98%+60.4pp | 32.85%+12.6pp |
| Employer contribution / active EE | $4,759 | $2,497+90.5% | $4,232+12.4% | $2,507+89.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |