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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 | $317,110 | $48,235+557.4% | $68,803+360.9% | $68,490+363.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 13.86% | -12.70%+26.6pp | -6.37%+20.2pp | -7.85%+21.7pp |
| Employer contribution / active EE | $17,952 | $1,829+881.7% | $2,656+575.9% | $2,597+591.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |