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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 | $78,562+345.4% | $105,608+231.3% | $74,429+370.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 75.3%+11.4pp | 67.2%+19.5pp |
| Annual return | 13.24% | 15.94%-2.7pp | 116.50%-103.3pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $7,143 | $2,521+183.3% | $3,167+125.5% | $2,625+172.1% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,217-99.9% | $11,028-100.0% | $1,944-99.9% |