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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 | $1,060,200 | $100,060+959.6% | $149,721+608.1% | $70,126+1411.9% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.4pp |
| Annual return | 17.26% | 27.46%-10.2pp | 1501.67%-1484.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $31,774 | $3,661+767.9% | $5,444+483.6% | $2,343+1256.4% |
| Participant deferral / active EE | $17,008 | $4,982+241.4% | $6,568+158.9% | $3,332+410.5% |
| Admin fee / account holder | $20 | $8,285-99.8% | $11,282-99.8% | $4,646-99.6% |