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 | $99,212+4167.5% | $96,564+4284.5% | $74,478+5584.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 38.07% | 22.40%+15.7pp | 25.89%+12.2pp | 34.37%+3.7pp |
| Employer contribution / active EE | $28,020 | $2,569+990.5% | $2,967+844.4% | $2,637+962.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |