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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 | $288,128 | $83,090+246.8% | $130,062+121.5% | $71,529+302.8% |
| Participation rate | 99.2% | 74.1%+25.0pp | 78.5%+20.7pp | 67.9%+31.2pp |
| Annual return | 92.24% | 20.61%+71.6pp | -137.37%+229.6pp | 28.97%+63.3pp |
| Employer contribution / active EE | $24,346 | $2,624+828.0% | $4,322+463.3% | $2,590+840.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |