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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 | $270,649 | $64,176+321.7% | $112,249+141.1% | $66,938+304.3% |
| Participation rate | 94.0% | 68.4%+25.5pp | 75.1%+18.9pp | 69.8%+24.1pp |
| Annual return | 6.65% | -13.80%+20.4pp | 27.48%-20.8pp | 1.58%+5.1pp |
| Employer contribution / active EE | $10,991 | $3,007+265.5% | $3,636+202.3% | $2,545+331.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $14 | $626-97.8% | $6,412-99.8% | $594-97.7% |