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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 | $357,427 | $53,165+572.3% | $86,235+314.5% | $74,473+379.9% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.0%+28.8pp | 70.7%+27.1pp |
| Annual return | 33.33% | 22.64%+10.7pp | 1170.03%-1136.7pp | 34.36%-1.0pp |
| Employer contribution / active EE | $20,411 | $1,210+1587.0% | $2,381+757.2% | $2,638+673.6% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |