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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 | $0 | $0 | $541,860-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.00% | 10.77%-10.8pp | 7.71%-7.7pp | 10.77%-10.8pp |
| Employer contribution / active EE | $178,747 | $15,292+1068.9% | $39,519+352.3% | $15,292+1068.9% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $120-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $47,135-100.0% | - |