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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $387,760 | $86,940+346.0% | $102,434+278.5% | $80,935+379.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+29.0pp |
| Annual return | 106.51% | 18.89%+87.6pp | 29.46%+77.1pp | 35.66%+70.9pp |
| Employer contribution / active EE | $18,415 | $2,370+677.1% | $3,023+509.1% | $2,757+568.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |