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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 | $157,686 | $84,499+86.6% | $125,391+25.8% | $66,949+135.5% |
| Participation rate | 87.4% | 76.4%+11.0pp | 82.4%+5.0pp | 69.8%+17.6pp |
| Annual return | -13.07% | -8.49%-4.6pp | 572.41%-585.5pp | 1.57%-14.6pp |
| Employer contribution / active EE | $6,266 | $3,554+76.3% | $4,816+30.1% | $2,545+146.2% |
| Participant deferral / active EE | $4,449 | $6,785-34.4% | $7,448-40.3% | $4,239+4.9% |
| Admin fee / account holder | $1 | $685-99.9% | $10,009-100.0% | $594-99.9% |