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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 | $1,333,543 | $109,359+1119.4% | $162,185+722.2% | $72,977+1727.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 31.90% | 25.46%+6.4pp | 115.61%-83.7pp | 81.02%-49.1pp |
| Employer contribution / active EE | $33,327 | $3,907+752.9% | $5,613+493.7% | $2,440+1265.8% |
| Participant deferral / active EE | $19,186 | $5,481+250.0% | $7,297+162.9% | $3,608+431.8% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |