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 | $602,559 | $81,948+635.3% | $90,767+563.9% | $64,829+829.5% |
| Participation rate | 99.8% | 80.5%+19.3pp | 75.7%+24.1pp | 71.5%+28.3pp |
| Annual return | 8.73% | -12.53%+21.3pp | -12.16%+20.9pp | 32.85%-24.1pp |
| Employer contribution / active EE | $15,758 | $3,067+413.7% | $2,922+439.3% | $2,507+528.5% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |