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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 | $410,377 | $65,453+527.0% | $86,698+373.3% | $66,938+513.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 14.36% | -10.89%+25.3pp | 35.95%-21.6pp | 1.58%+12.8pp |
| Employer contribution / active EE | $14,711 | $2,154+583.0% | $2,837+418.6% | $2,545+478.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |