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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 | $516,319 | $80,674+540.0% | $119,126+333.4% | $64,340+702.5% |
| Participation rate | 98.7% | 55.2%+43.5pp | 75.8%+22.9pp | 55.2%+43.4pp |
| Annual return | 33.17% | 26.86%+6.3pp | 282.11%-248.9pp | 24.14%+9.0pp |
| Employer contribution / active EE | $18,243 | $2,564+611.5% | $4,034+352.3% | $1,862+879.9% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |