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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 | $486,239 | $72,639+569.4% | $90,766+435.7% | $66,949+626.3% |
| Participation rate | 99.5% | 73.7%+25.8pp | 75.7%+23.8pp | 69.8%+29.7pp |
| Annual return | 16.37% | -12.28%+28.6pp | -12.16%+28.5pp | 1.57%+14.8pp |
| Employer contribution / active EE | $10,721 | $2,369+352.5% | $2,922+266.9% | $2,545+321.2% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |