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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 | $64,138+414.3% | $112,244+193.9% | $66,923+392.9% |
| Participation rate | 95.9% | 68.5%+27.4pp | 75.1%+20.8pp | 69.8%+26.1pp |
| Annual return | 6.28% | -13.81%+20.1pp | 27.46%-21.2pp | 1.58%+4.7pp |
| Employer contribution / active EE | $16,433 | $3,006+446.6% | $3,635+352.1% | $2,545+545.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |