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 | $2,704,217 | $79,519+3300.7% | $95,968+2717.8% | $73,415+3583.5% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.6pp | 72.2%+27.5pp |
| Annual return | 17.25% | 19.20%-1.9pp | 91.65%-74.4pp | 59.30%-42.1pp |
| Employer contribution / active EE | $23,597 | $2,048+1052.3% | $2,542+828.5% | $2,234+956.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,798-100.0% | $158-100.0% |