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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 | $1,033,915 | $130,795+690.5% | $173,730+495.1% | $64,728+1497.3% |
| Participation rate | 99.8% | 69.9%+29.9pp | 79.6%+20.2pp | 57.9%+41.9pp |
| Annual return | 23.19% | 13.01%+10.2pp | 19.96%+3.2pp | 49.38%-26.2pp |
| Employer contribution / active EE | $11,873 | $2,914+307.4% | $4,577+159.4% | $2,243+429.4% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,356-100.0% | $17,523-100.0% | $1,145-100.0% |