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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 | $1,015,491 | $72,303+1304.5% | $86,717+1071.0% | $64,829+1466.4% |
| Participation rate | 99.3% | 80.4%+18.8pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | 56.66% | 392.77%-336.1pp | 35.97%+20.7pp | 32.85%+23.8pp |
| Employer contribution / active EE | $4,807 | $2,393+100.9% | $2,837+69.4% | $2,507+91.7% |
| 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% |