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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 | $56,058 | $53,546+4.7% | $69,890-19.8% | $68,490-18.2% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+25.9pp | 67.9%+28.5pp |
| Annual return | 2.97% | -13.87%+16.8pp | 190.84%-187.9pp | -7.85%+10.8pp |
| Employer contribution / active EE | $3,571 | $2,019+76.9% | $2,560+39.5% | $2,597+37.5% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15 | $4,693-99.7% | $6,267-99.8% | $5,403-99.7% |