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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 | $1,967,682 | $72,303+2621.4% | $86,698+2169.6% | $64,819+2935.7% |
| Participation rate | 98.7% | 80.4%+18.3pp | 76.6%+22.1pp | 71.5%+27.2pp |
| Annual return | 31.39% | 392.77%-361.4pp | 35.95%-4.6pp | 32.84%-1.5pp |
| Employer contribution / active EE | $12,250 | $2,393+411.9% | $2,837+331.8% | $2,507+388.7% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |