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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 | $367,613 | $107,378+242.4% | $108,582+238.6% | $57,661+537.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 10.56% | 12.80%-2.2pp | -51.70%+62.3pp | 5.13%+5.4pp |
| Employer contribution / active EE | $4,478 | $1,782+151.3% | $3,758+19.1% | $1,974+126.9% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |