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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 | $2,433,957 | $99,168+2354.4% | $96,534+2421.4% | $74,460+3168.8% |
| Participation rate | 99.1% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 31.73% | 22.40%+9.3pp | 25.88%+5.8pp | 34.38%-2.6pp |
| Employer contribution / active EE | $12,436 | $2,570+384.0% | $2,965+319.4% | $2,638+371.4% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |