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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 | $385,717 | $106,236+263.1% | $112,249+243.6% | $64,819+495.1% |
| Participation rate | 99.3% | 71.7%+27.7pp | 75.1%+24.3pp | 71.5%+27.9pp |
| Annual return | 5.44% | -6.02%+11.5pp | 27.48%-22.0pp | 32.84%-27.4pp |
| Employer contribution / active EE | $9,261 | $3,166+192.5% | $3,636+154.7% | $2,507+269.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |