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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 | $924,194 | $79,209+1066.8% | $102,434+802.2% | $74,459+1141.2% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.3pp |
| Annual return | 45.17% | 54.98%-9.8pp | 29.46%+15.7pp | 1369.70%-1324.5pp |
| Employer contribution / active EE | $5,391 | $2,362+128.2% | $3,023+78.3% | $2,626+105.3% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |