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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 | $812,653 | $65,437+1141.9% | $86,698+837.3% | $66,949+1113.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 11.03% | -10.91%+21.9pp | 35.96%-24.9pp | 1.57%+9.5pp |
| Employer contribution / active EE | $12,896 | $2,154+498.8% | $2,837+354.6% | $2,545+406.6% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |