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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 | $250,648 | $64,176+290.6% | $112,249+123.3% | $66,938+274.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 18.90% | -13.80%+32.7pp | 27.48%-8.6pp | 1.58%+17.3pp |
| Employer contribution / active EE | $5,446 | $3,007+81.1% | $3,636+49.8% | $2,545+114.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |