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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 | $307,494 | $63,471+384.5% | $68,808+346.9% | $66,938+359.4% |
| Participation rate | 74.8% | 60.0%+14.8pp | 69.0%+5.8pp | 69.8%+5.0pp |
| Annual return | 7.29% | -8.29%+15.6pp | -6.37%+13.7pp | 1.58%+5.7pp |
| Employer contribution / active EE | $7,358 | $1,776+314.3% | $2,656+177.1% | $2,545+189.1% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |