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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 | $300,911 | $51,223+487.5% | $82,763+263.6% | $66,949+349.5% |
| Participation rate | 98.9% | 67.9%+31.0pp | 72.6%+26.3pp | 69.8%+29.1pp |
| Annual return | -6.34% | -9.85%+3.5pp | 702.45%-708.8pp | 1.57%-7.9pp |
| Employer contribution / active EE | $17,878 | $2,611+584.8% | $3,008+494.3% | $2,545+602.4% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |