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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 | $1,008,415 | $89,067+1032.2% | $102,423+884.6% | $77,714+1197.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 13.00% | 25.01%-12.0pp | 29.42%-16.4pp | 31.26%-18.3pp |
| Employer contribution / active EE | $11,210 | $2,699+315.3% | $3,023+270.8% | $2,727+311.1% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |