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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 | $350,786 | $65,453+435.9% | $86,698+304.6% | $66,938+424.0% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -1.02% | -10.89%+9.9pp | 35.95%-37.0pp | 1.58%-2.6pp |
| Employer contribution / active EE | $19,375 | $2,154+799.6% | $2,837+583.0% | $2,545+661.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |