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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 | $445,301 | $106,236+319.2% | $112,270+296.6% | $64,829+586.9% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.1%+21.1pp | 71.5%+24.7pp |
| Annual return | 14.54% | -6.02%+20.6pp | 27.49%-13.0pp | 32.85%-18.3pp |
| Employer contribution / active EE | $21,796 | $3,167+588.3% | $3,635+499.5% | $2,507+769.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |