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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 | $90,170+472.6% | $150,734+242.5% | $69,733+640.4% |
| Participation rate | 98.7% | 60.2%+38.4pp | 78.4%+20.2pp | 62.5%+36.2pp |
| Annual return | 33.17% | 16.56%+16.6pp | 600.81%-567.6pp | 15.22%+17.9pp |
| Employer contribution / active EE | $18,243 | $3,428+432.2% | $4,918+270.9% | $2,250+710.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,600-100.0% | $14,905-100.0% | $3,102-100.0% |