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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 | $250,723 | $55,449+352.2% | $83,831+199.1% | $56,289+345.4% |
| Participation rate | 96.2% | 68.0%+28.2pp | 76.1%+20.0pp | 69.9%+26.3pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.99%-851.0pp | -9.96%+10.0pp |
| Employer contribution / active EE | $30,505 | $2,430+1155.2% | $3,631+740.1% | $2,111+1345.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |