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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 | $831,160 | $81,948+914.3% | $90,767+815.7% | $64,829+1182.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 0.27% | -12.53%+12.8pp | -12.16%+12.4pp | 32.85%-32.6pp |
| Employer contribution / active EE | $9,236 | $3,067+201.1% | $2,922+216.1% | $2,507+268.4% |
| 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% |