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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 | $382,325 | $54,193+605.5% | $93,669+308.2% | $77,714+392.0% |
| Participation rate | 98.0% | 63.9%+34.1pp | 68.7%+29.3pp | 70.6%+27.4pp |
| Annual return | 18.25% | 30.54%-12.3pp | 133.59%-115.3pp | 31.26%-13.0pp |
| Employer contribution / active EE | $19,318 | $1,168+1554.0% | $2,424+697.1% | $2,727+608.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |