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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 | $1,355,922 | $91,424+1383.1% | $135,942+897.4% | $71,495+1796.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.51% | 29.90%-2.4pp | 68.28%-40.8pp | 28.85%-1.3pp |
| Employer contribution / active EE | $39,545 | $3,704+967.7% | $4,858+714.1% | $2,589+1427.2% |
| Participant deferral / active EE | $24,659 | $7,092+247.7% | $7,759+217.8% | $4,291+474.7% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,588-100.0% |