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 | $3,356,283 | $72,303+4542.0% | $86,717+3770.4% | $64,829+5077.2% |
| Participation rate | 99.7% | 80.4%+19.3pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 46.26% | 392.77%-346.5pp | 35.97%+10.3pp | 32.85%+13.4pp |
| Employer contribution / active EE | $26,593 | $2,393+1011.3% | $2,837+837.3% | $2,507+960.7% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |