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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 | $415,879 | $71,142+484.6% | $119,634+247.6% | $64,824+541.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -8.70% | -10.01%+1.3pp | -14.98%+6.3pp | 32.84%-41.5pp |
| Employer contribution / active EE | $6,221 | $2,497+149.1% | $4,232+47.0% | $2,507+148.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-99.9% | $10,329-100.0% | $188-99.9% |