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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 | $475,024 | $44,714+962.4% | $91,227+420.7% | $66,949+609.5% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.2%+21.3pp | 69.8%+24.7pp |
| Annual return | 2.20% | -12.25%+14.5pp | 114.14%-111.9pp | 1.57%+0.6pp |
| Employer contribution / active EE | $9,465 | $1,710+453.4% | $2,851+232.0% | $2,545+271.9% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $2 | $521-99.5% | $5,423-100.0% | $594-99.6% |