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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 | $119,272+766.9% | $161,149+541.6% | $71,012+1356.0% |
| Participation rate | 99.8% | 73.6%+26.1pp | 78.8%+20.9pp | 58.6%+41.2pp |
| Annual return | 23.19% | 16.11%+7.1pp | 21.16%+2.0pp | 37.67%-14.5pp |
| Employer contribution / active EE | $11,873 | $2,894+310.3% | $4,360+172.3% | $2,348+405.7% |
| Participant deferral / active EE | $0 | $4,117-100.0% | $6,153-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,020-100.0% | $15,194-100.0% | $1,167-100.0% |