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 | $844,008 | $72,303+1067.3% | $86,717+873.3% | $64,829+1201.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | 10.57% | 392.77%-382.2pp | 35.97%-25.4pp | 32.85%-22.3pp |
| Employer contribution / active EE | $18,088 | $2,393+655.9% | $2,837+537.5% | $2,507+621.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |