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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 | $45,109+3034.7% | $85,240+1558.9% | $77,762+1718.4% |
| Participation rate | 97.5% | 48.7%+48.8pp | 67.5%+29.9pp | 70.6%+26.9pp |
| Annual return | 53.93% | 79.55%-25.6pp | 66.75%-12.8pp | 31.27%+22.7pp |
| Employer contribution / active EE | $34,815 | $1,602+2073.8% | $2,735+1172.8% | $2,728+1176.2% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $915-99.8% | $6,165-100.0% | $433-99.6% |