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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 | $622,903 | $49,471+1159.1% | $79,583+682.7% | $66,949+830.4% |
| Participation rate | 99.4% | 61.4%+38.0pp | 69.5%+29.9pp | 69.8%+29.6pp |
| Annual return | 41.48% | 84.30%-42.8pp | 0.16%+41.3pp | 1.57%+39.9pp |
| Employer contribution / active EE | $14,021 | $1,266+1007.4% | $2,414+480.9% | $2,545+450.8% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |