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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 | $81,446+1039.2% | $103,374+797.5% | $80,874+1047.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 67.89% | 25.57%+42.3pp | 24.89%+43.0pp | 35.62%+32.3pp |
| Employer contribution / active EE | $13,458 | $3,107+333.1% | $3,869+247.8% | $2,756+388.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |