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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 | $360,695 | $58,093+520.9% | $80,022+350.7% | $56,289+540.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 0.95% | 34.63%-33.7pp | 11.22%-10.3pp | -9.96%+10.9pp |
| Employer contribution / active EE | $11,884 | $1,933+514.9% | $2,468+381.5% | $2,111+462.9% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |