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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 | $267,471 | $65,453+308.6% | $86,691+208.5% | $66,930+299.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 0.99% | -10.89%+11.9pp | 35.94%-34.9pp | 1.57%-0.6pp |
| Employer contribution / active EE | $2,825 | $2,154+31.2% | $2,837-0.4% | $2,545+11.0% |
| 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% | $7,492-100.0% | $593-100.0% |