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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 | $833,721 | $82,188+914.4% | $125,401+564.8% | $64,829+1186.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -11.72% | 3.50%-15.2pp | 572.53%-584.2pp | 32.85%-44.6pp |
| Employer contribution / active EE | $41,641 | $3,617+1051.1% | $4,816+764.7% | $2,507+1560.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,008-100.0% | $188-100.0% |