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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 | $91,480+1382.2% | $135,998+897.0% | $71,535+1795.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.51% | 29.89%-2.4pp | 68.37%-40.9pp | 28.97%-1.5pp |
| Employer contribution / active EE | $39,545 | $3,705+967.2% | $4,860+713.8% | $2,590+1426.9% |
| Participant deferral / active EE | $24,659 | $7,095+247.6% | $7,761+217.7% | $4,292+474.6% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,769-100.0% | $1,589-100.0% |