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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 | $1,068,188 | $58,093+1738.7% | $80,022+1234.9% | $56,289+1797.7% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.8%+23.2pp | 69.9%+29.2pp |
| Annual return | 26.16% | 34.63%-8.5pp | 11.22%+14.9pp | -9.96%+36.1pp |
| Employer contribution / active EE | $23,187 | $1,933+1099.7% | $2,468+839.5% | $2,111+998.3% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $59 | $623-90.5% | $6,521-99.1% | $521-88.7% |