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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 | $3,097,144 | $89,067+3377.3% | $102,423+2923.9% | $77,714+3885.3% |
| Participation rate | 99.3% | 80.9%+18.3pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 21.58% | 25.01%-3.4pp | 29.42%-7.8pp | 31.26%-9.7pp |
| Employer contribution / active EE | $71,091 | $2,699+2533.6% | $3,023+2251.7% | $2,727+2507.1% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |