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 | $3,185,800 | $54,320+5764.8% | $67,652+4609.1% | $52,331+5987.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 21.74% | 6.81%+14.9pp | 6625.40%-6603.7pp | 4.54%+17.2pp |
| Employer contribution / active EE | $21,987 | $1,544+1324.3% | $2,266+870.5% | $1,882+1068.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |