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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 | $312,180 | $72,303+331.8% | $86,717+260.0% | $64,829+381.5% |
| Participation rate | 96.9% | 80.4%+16.5pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | -9.57% | 392.77%-402.3pp | 35.97%-45.5pp | 32.85%-42.4pp |
| Employer contribution / active EE | $18,884 | $2,393+689.2% | $2,837+565.6% | $2,507+653.2% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |