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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 | $1,229,683 | $130,294+843.8% | $170,055+623.1% | $71,535+1619.0% |
| Participation rate | 98.2% | 86.2%+12.0pp | 87.0%+11.2pp | 67.9%+30.2pp |
| Annual return | 22.52% | 20.36%+2.2pp | 53.43%-30.9pp | 28.97%-6.4pp |
| Employer contribution / active EE | $38,209 | $4,385+771.4% | $6,790+462.7% | $2,590+1375.3% |
| Participant deferral / active EE | $21,355 | $6,928+208.3% | $10,410+105.1% | $4,292+397.6% |
| Admin fee / account holder | $0 | $966-100.0% | $12,828-100.0% | $1,589-100.0% |