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 | $99,212+2353.3% | $96,564+2420.6% | $74,478+3168.0% |
| Participation rate | 99.1% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 31.73% | 22.40%+9.3pp | 25.89%+5.8pp | 34.37%-2.6pp |
| Employer contribution / active EE | $12,436 | $2,569+384.0% | $2,967+319.2% | $2,637+371.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |