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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 | $484,513 | $66,302+630.8% | $110,241+339.5% | $56,287+760.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 10.82% | -1.18%+12.0pp | 314.75%-303.9pp | -9.96%+20.8pp |
| Employer contribution / active EE | $35,115 | $2,047+1615.2% | $3,827+817.7% | $2,111+1563.4% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $698-99.8% | $8,548-100.0% | $521-99.7% |