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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 | $1,623,346 | $80,781+1909.6% | $102,437+1484.7% | $74,478+2079.6% |
| Participation rate | 99.4% | 65.7%+33.8pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 18.14% | 27.58%-9.4pp | 24.95%-6.8pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $24,440 | $3,160+673.4% | $3,871+531.4% | $2,626+830.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |