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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 | $698,139 | $49,451+1311.8% | $79,576+777.3% | $66,930+943.1% |
| Participation rate | 96.8% | 61.3%+35.5pp | 69.5%+27.3pp | 69.8%+27.0pp |
| Annual return | 11.27% | 84.25%-73.0pp | 0.15%+11.1pp | 1.57%+9.7pp |
| Employer contribution / active EE | $18,319 | $1,266+1347.5% | $2,413+659.1% | $2,545+619.8% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,834-100.0% | $593-100.0% |