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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 | $78,483+345.8% | $106,201+229.5% | $74,546+369.4% |
| Participation rate | 86.7% | 72.8%+13.9pp | 75.3%+11.4pp | 67.2%+19.5pp |
| Annual return | 13.24% | 15.94%-2.7pp | 116.26%-103.0pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $7,143 | $2,522+183.3% | $3,170+125.4% | $2,624+172.2% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,236-99.9% | $11,039-100.0% | $1,944-99.9% |