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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 | $1,016,761 | $89,438+1036.8% | $164,928+516.5% | $77,692+1208.7% |
| Participation rate | 99.1% | 78.6%+20.5pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 63.31% | 28.82%+34.5pp | 70.08%-6.8pp | 31.25%+32.1pp |
| Employer contribution / active EE | $9,448 | $2,567+268.1% | $4,343+117.5% | $2,726+246.5% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,684-100.0% | $431-100.0% |