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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 | $268,090 | $72,639+269.1% | $90,766+195.4% | $66,949+300.4% |
| Participation rate | 98.5% | 73.7%+24.9pp | 75.7%+22.8pp | 69.8%+28.7pp |
| Annual return | 41.56% | -12.28%+53.8pp | -12.16%+53.7pp | 1.57%+40.0pp |
| Employer contribution / active EE | $17,850 | $2,369+653.4% | $2,922+510.9% | $2,545+601.3% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |