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 | $3,387,353 | $64,909+5118.6% | $82,312+4015.3% | $62,293+5337.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.51% | 21.18%+0.3pp | 25.88%-4.4pp | 28.90%-7.4pp |
| Employer contribution / active EE | $23,644 | $1,676+1310.8% | $2,428+873.7% | $2,042+1057.8% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |