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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 | $410,108 | $86,655+373.3% | $119,622+242.8% | $66,938+512.7% |
| Participation rate | 82.6% | 75.6%+7.1pp | 79.3%+3.4pp | 69.8%+12.8pp |
| Annual return | 2.99% | -8.00%+11.0pp | -14.98%+18.0pp | 1.58%+1.4pp |
| Employer contribution / active EE | $19,324 | $2,536+662.0% | $4,232+356.6% | $2,545+659.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $7 | $755-99.0% | $10,328-99.9% | $594-98.8% |