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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 | $84,493+1333.8% | $125,381+866.2% | $66,938+1709.8% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.36% | -8.49%-6.9pp | 572.31%-587.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $36,211 | $3,554+919.0% | $4,815+652.0% | $2,545+1322.7% |
| Participant deferral / active EE | $22,900 | $6,783+237.6% | $7,448+207.5% | $4,238+440.3% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |