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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 | $395,491 | $112,596+251.2% | $152,301+159.7% | $64,728+511.0% |
| Participation rate | 98.7% | 63.6%+35.1pp | 82.4%+16.3pp | 57.9%+40.8pp |
| Annual return | 12.89% | 23.76%-10.9pp | 80.50%-67.6pp | 49.38%-36.5pp |
| Employer contribution / active EE | $2,041 | $3,716-45.1% | $4,624-55.9% | $2,243-9.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $996-100.0% | $14,398-100.0% | $1,145-100.0% |