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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 | $4,233,817 | $99,168+4169.3% | $96,534+4285.8% | $74,460+5586.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 38.07% | 22.40%+15.7pp | 25.88%+12.2pp | 34.38%+3.7pp |
| Employer contribution / active EE | $28,020 | $2,570+990.4% | $2,965+844.9% | $2,638+962.1% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |