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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 | $1,211,458 | $84,482+1334.0% | $125,363+866.4% | $66,930+1710.0% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.36% | -8.49%-6.9pp | 572.15%-587.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $36,211 | $3,553+919.3% | $4,815+652.1% | $2,545+1322.9% |
| Participant deferral / active EE | $22,900 | $6,782+237.7% | $7,447+207.5% | $4,238+440.4% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |