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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 | $262,087 | $65,437+300.5% | $86,698+202.3% | $66,949+291.5% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | 1.70% | -10.91%+12.6pp | 35.96%-34.3pp | 1.57%+0.1pp |
| Employer contribution / active EE | $2,191 | $2,154+1.7% | $2,837-22.8% | $2,545-13.9% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |