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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 | $2,808,992 | $89,054+3054.3% | $102,457+2641.6% | $77,692+3515.5% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 29.50% | 25.02%+4.5pp | 29.41%+0.1pp | 31.25%-1.8pp |
| Employer contribution / active EE | $13,586 | $2,698+403.6% | $3,022+349.6% | $2,726+398.4% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |