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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 | $148,584+595.8% | $216,567+377.4% | $69,255+1392.9% |
| Participation rate | 99.8% | 77.0%+22.7pp | 81.6%+18.1pp | 69.0%+30.7pp |
| Annual return | 23.19% | 8.62%+14.6pp | 12.94%+10.2pp | 26.73%-3.5pp |
| Employer contribution / active EE | $11,873 | $3,404+248.8% | $5,216+127.6% | $2,645+348.9% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $21,981-100.0% | $733-100.0% |