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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 | $1,612,021 | $122,063+1220.6% | $184,256+774.9% | $74,478+2064.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 34.00% | 19.92%+14.1pp | 28.85%+5.2pp | 1370.56%-1336.6pp |
| Employer contribution / active EE | $41,644 | $4,539+817.5% | $6,427+547.9% | $2,626+1485.7% |
| Participant deferral / active EE | $22,616 | $7,144+216.6% | $9,133+147.6% | $4,350+419.9% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |