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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 | $871,217 | $82,163+960.4% | $125,381+594.9% | $64,819+1244.1% |
| Participation rate | 83.2% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | -14.74% | 3.49%-18.2pp | 572.31%-587.0pp | 32.84%-47.6pp |
| Employer contribution / active EE | $20,339 | $3,616+462.5% | $4,815+322.4% | $2,507+711.3% |
| Participant deferral / active EE | $14,578 | $7,175+103.2% | $7,448+95.7% | $4,311+238.2% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |