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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 | $329,836 | $64,176+414.0% | $112,263+193.8% | $66,949+392.7% |
| Participation rate | 95.9% | 68.4%+27.4pp | 75.1%+20.8pp | 69.8%+26.0pp |
| Annual return | 6.28% | -13.80%+20.1pp | 27.49%-21.2pp | 1.57%+4.7pp |
| Employer contribution / active EE | $16,433 | $3,007+446.5% | $3,636+351.9% | $2,545+545.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |