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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 | $51,197+487.8% | $82,726+263.7% | $66,923+349.6% |
| Participation rate | 98.9% | 67.8%+31.1pp | 72.6%+26.3pp | 69.8%+29.1pp |
| Annual return | -6.34% | -9.64%+3.3pp | 701.33%-707.7pp | 1.58%-7.9pp |
| Employer contribution / active EE | $17,878 | $2,611+584.8% | $3,009+494.2% | $2,545+602.6% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,394-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $5,328-100.0% | $593-100.0% |