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 | $3,097,144 | $89,123+3375.1% | $102,460+2922.8% | $77,762+3882.9% |
| Participation rate | 99.3% | 80.9%+18.3pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 21.58% | 25.05%-3.5pp | 29.47%-7.9pp | 31.27%-9.7pp |
| Employer contribution / active EE | $71,091 | $2,700+2533.1% | $3,025+2250.0% | $2,728+2505.9% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |