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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 | $288,116 | $65,437+340.3% | $86,698+232.3% | $66,949+330.4% |
| Participation rate | 84.8% | 75.5%+9.3pp | 76.6%+8.2pp | 69.8%+14.9pp |
| Annual return | 17.28% | -10.91%+28.2pp | 35.96%-18.7pp | 1.57%+15.7pp |
| Employer contribution / active EE | $9,297 | $2,154+331.7% | $2,837+227.7% | $2,545+265.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |