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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 | $298,325 | $63,924+366.7% | $108,582+174.7% | $55,167+440.8% |
| Participation rate | 91.1% | 74.3%+16.8pp | 79.6%+11.6pp | 69.0%+22.1pp |
| Annual return | 7.45% | 15.31%-7.9pp | -51.70%+59.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,935 | $1,879+3.0% | $3,758-48.5% | $1,963-1.4% |
| Participant deferral / active EE | $2,528 | $3,067-17.6% | $4,311-41.3% | $3,054-17.2% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |