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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 | $472,217 | $59,105+699.0% | $159,991+195.2% | $66,930+605.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -11.73% | -12.26%+0.5pp | 408.82%-420.6pp | 1.57%-13.3pp |
| Employer contribution / active EE | $24,788 | $1,983+1150.1% | $4,225+486.7% | $2,545+874.0% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,183-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $591-100.0% | $8,715-100.0% | $593-100.0% |