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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 | $179,375 | $59,191+203.0% | $76,767+133.7% | $56,289+218.7% |
| Participation rate | 99.2% | 75.2%+24.0pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | 16.40% | 6.62%+9.8pp | 2.43%+14.0pp | -9.96%+26.4pp |
| Employer contribution / active EE | $17,273 | $1,759+882.1% | $2,485+595.0% | $2,111+718.2% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |