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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 | $2,073,268 | $138,366+1398.4% | $184,185+1025.6% | $80,911+2462.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 23.50% | 20.02%+3.5pp | 28.81%-5.3pp | 35.63%-12.1pp |
| Employer contribution / active EE | $51,861 | $4,849+969.6% | $6,426+707.1% | $2,756+1781.9% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $10,484-100.0% | $13,909-100.0% | $6,935-100.0% |