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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 | $410,915 | $64,176+540.3% | $112,263+266.0% | $66,949+513.8% |
| Participation rate | 97.6% | 68.4%+29.2pp | 75.1%+22.6pp | 69.8%+27.8pp |
| Annual return | 53.86% | -13.80%+67.7pp | 27.49%+26.4pp | 1.57%+52.3pp |
| Employer contribution / active EE | $13,271 | $3,007+341.3% | $3,636+265.0% | $2,545+421.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |