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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 | $309,191 | $65,442+372.5% | $86,717+256.6% | $66,954+361.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 32.68% | -10.91%+43.6pp | 35.97%-3.3pp | 1.57%+31.1pp |
| Employer contribution / active EE | $13,163 | $2,154+511.2% | $2,837+364.0% | $2,545+417.2% |
| Participant deferral / active EE | $0 | $4,103-100.0% | $4,657-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,494-100.0% | $594-100.0% |