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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 | $302,738 | $58,320+419.1% | $86,451+250.2% | $66,949+352.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -5.16% | -9.71%+4.5pp | 4398.51%-4403.7pp | 1.57%-6.7pp |
| Employer contribution / active EE | $22,055 | $2,615+743.3% | $3,770+485.0% | $2,545+766.5% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,734-100.0% | $594-100.0% |