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 | $2,808,992 | $89,123+3051.8% | $102,460+2641.6% | $77,762+3512.3% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 29.50% | 25.05%+4.5pp | 29.47%0pp | 31.27%-1.8pp |
| Employer contribution / active EE | $13,586 | $2,700+403.2% | $3,025+349.1% | $2,728+398.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |