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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 | $353,595 | $86,692+307.9% | $119,634+195.6% | $66,949+428.2% |
| Participation rate | 99.4% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.5pp |
| Annual return | -2.81% | -8.00%+5.2pp | -14.98%+12.2pp | 1.57%-4.4pp |
| Employer contribution / active EE | $21,739 | $2,536+757.2% | $4,232+413.6% | $2,545+754.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |