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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 | $927,835 | $81,504+1038.4% | $102,437+805.8% | $80,959+1046.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 67.89% | 25.60%+42.3pp | 24.95%+42.9pp | 35.67%+32.2pp |
| Employer contribution / active EE | $13,458 | $3,104+333.6% | $3,871+247.7% | $2,757+388.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |