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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 | $253,530 | $86,692+192.4% | $119,634+111.9% | $66,949+278.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -2.20% | -8.00%+5.8pp | -14.98%+12.8pp | 1.57%-3.8pp |
| Employer contribution / active EE | $25,214 | $2,536+894.2% | $4,232+495.7% | $2,545+890.6% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $12 | $755-98.4% | $10,329-99.9% | $594-97.9% |