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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 | $858,592 | $34,634+2379.0% | $77,096+1013.7% | $64,819+1224.6% |
| Participation rate | 98.6% | 49.8%+48.8pp | 67.9%+30.7pp | 71.5%+27.2pp |
| Annual return | 9.90% | -5.31%+15.2pp | 42.35%-32.5pp | 32.84%-22.9pp |
| Employer contribution / active EE | $31,209 | $1,385+2153.4% | $2,814+1008.9% | $2,507+1144.9% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,429-100.0% | $4,311-100.0% |
| Admin fee / account holder | $3 | $178-98.5% | $5,428-100.0% | $188-98.6% |