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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 | $407,567 | $64,176+535.1% | $112,263+263.0% | $66,949+508.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 22.39% | -13.80%+36.2pp | 27.49%-5.1pp | 1.57%+20.8pp |
| Employer contribution / active EE | $28,821 | $3,007+858.5% | $3,636+692.6% | $2,545+1032.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $19 | $626-97.0% | $6,410-99.7% | $594-96.9% |