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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 | $1,414,055 | $44,980+3043.8% | $85,063+1562.4% | $77,692+1720.1% |
| Participation rate | 97.5% | 48.6%+48.8pp | 67.5%+30.0pp | 70.6%+26.9pp |
| Annual return | 53.93% | 79.13%-25.2pp | 66.54%-12.6pp | 31.25%+22.7pp |
| Employer contribution / active EE | $34,815 | $1,607+2066.2% | $2,727+1176.6% | $2,726+1177.1% |
| Participant deferral / active EE | $0 | $2,804-100.0% | $4,523-100.0% | $4,648-100.0% |
| Admin fee / account holder | $2 | $911-99.8% | $6,155-100.0% | $431-99.6% |