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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 | $83,023+2246.4% | $102,437+1801.7% | $77,762+2405.1% |
| Participation rate | 98.7% | 71.5%+27.2pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 102.09% | 19.12%+83.0pp | 24.95%+77.1pp | 31.27%+70.8pp |
| Employer contribution / active EE | $35,316 | $3,552+894.1% | $3,871+812.4% | $2,728+1194.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $639-99.8% | $8,388-100.0% | $433-99.7% |