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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 | $83,843+515.8% | $123,973+316.5% | $65,306+690.6% |
| Participation rate | 98.7% | 56.0%+42.7pp | 76.7%+22.0pp | 57.7%+41.0pp |
| Annual return | 33.17% | 19.87%+13.3pp | 388.13%-355.0pp | 21.94%+11.2pp |
| Employer contribution / active EE | $18,243 | $2,873+534.9% | $4,126+342.2% | $1,967+827.3% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,735-100.0% | $11,799-100.0% | $3,480-100.0% |