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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 | $291,180 | $64,176+353.7% | $112,263+159.4% | $66,949+334.9% |
| Participation rate | 96.5% | 68.4%+28.1pp | 75.1%+21.4pp | 69.8%+26.7pp |
| Annual return | 2.82% | -13.80%+16.6pp | 27.49%-24.7pp | 1.57%+1.3pp |
| Employer contribution / active EE | $4,732 | $3,007+57.4% | $3,636+30.1% | $2,545+85.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $4 | $626-99.3% | $6,410-99.9% | $594-99.3% |