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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 | $1,948,024 | $82,979+2247.6% | $102,383+1802.7% | $77,714+2406.7% |
| Participation rate | 98.7% | 71.5%+27.2pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 102.09% | 19.11%+83.0pp | 24.94%+77.2pp | 31.26%+70.8pp |
| Employer contribution / active EE | $35,316 | $3,554+893.8% | $3,870+812.5% | $2,727+1195.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $639-99.8% | $8,391-100.0% | $433-99.7% |