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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 | $145,174+172.4% | $182,262+117.0% | $69,255+471.1% |
| Participation rate | 98.7% | 77.3%+21.5pp | 84.2%+14.5pp | 69.0%+29.7pp |
| Annual return | 12.89% | 24.21%-11.3pp | 140.60%-127.7pp | 26.73%-13.8pp |
| Employer contribution / active EE | $2,041 | $4,864-58.0% | $5,046-59.5% | $2,645-22.8% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $16,712-100.0% | $733-100.0% |