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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 | $3,097,144 | $89,054+3377.8% | $102,457+2922.9% | $77,692+3886.4% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 21.58% | 25.02%-3.4pp | 29.41%-7.8pp | 31.25%-9.7pp |
| Employer contribution / active EE | $71,091 | $2,698+2535.0% | $3,022+2252.3% | $2,726+2507.7% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |