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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,602 | $91,474+53.7% | $135,982+3.4% | $71,529+96.6% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.8pp | 67.9%+24.8pp |
| Annual return | 29.73% | 29.89%-0.2pp | 68.32%-38.6pp | 28.97%+0.8pp |
| Employer contribution / active EE | $12,319 | $3,705+232.5% | $4,859+153.5% | $2,590+375.7% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |