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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 | $349,899 | $78,607+345.1% | $105,624+231.3% | $74,478+369.8% |
| Participation rate | 86.7% | 72.8%+13.9pp | 75.3%+11.4pp | 67.2%+19.4pp |
| Annual return | 13.24% | 15.96%-2.7pp | 116.20%-103.0pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $7,143 | $2,523+183.1% | $3,168+125.5% | $2,626+172.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,220-99.9% | $10,961-100.0% | $1,946-99.9% |