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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 | $45,022+3040.8% | $85,126+1561.1% | $77,714+1719.6% |
| Participation rate | 97.5% | 48.7%+48.8pp | 67.5%+30.0pp | 70.6%+26.9pp |
| Annual return | 53.93% | 79.38%-25.5pp | 66.63%-12.7pp | 31.26%+22.7pp |
| Employer contribution / active EE | $34,815 | $1,610+2062.4% | $2,731+1174.7% | $2,727+1176.8% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $2 | $913-99.8% | $6,160-100.0% | $433-99.6% |