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 | $400,641 | $81,948+388.9% | $90,767+341.4% | $64,829+518.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 8.46% | -12.53%+21.0pp | -12.16%+20.6pp | 32.85%-24.4pp |
| Employer contribution / active EE | $1,997 | $3,067-34.9% | $2,922-31.7% | $2,507-20.4% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |