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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 | $284,739 | $65,453+335.0% | $86,698+228.4% | $66,938+325.4% |
| Participation rate | 97.2% | 75.5%+21.7pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | 8.12% | -10.89%+19.0pp | 35.95%-27.8pp | 1.58%+6.5pp |
| Employer contribution / active EE | $10,187 | $2,154+373.0% | $2,837+259.1% | $2,545+300.3% |
| 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% | $7,493-100.0% | $594-100.0% |