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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 | $377,344 | $65,437+476.7% | $86,698+335.2% | $66,949+463.6% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -9.82% | -10.91%+1.1pp | 35.96%-45.8pp | 1.57%-11.4pp |
| Employer contribution / active EE | $20,318 | $2,154+843.5% | $2,837+616.2% | $2,545+698.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,492-100.0% | $594-99.9% |