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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 | $1,028,525 | $86,692+1086.4% | $119,634+759.7% | $66,949+1436.3% |
| Participation rate | 95.9% | 75.6%+20.3pp | 79.3%+16.6pp | 69.8%+26.1pp |
| Annual return | 14.32% | -8.00%+22.3pp | -14.98%+29.3pp | 1.57%+12.8pp |
| Employer contribution / active EE | $1,330 | $2,536-47.6% | $4,232-68.6% | $2,545-47.7% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |