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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 | $50,278 | $82,674-39.2% | $125,381-59.9% | $68,486-26.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.84% | -5.97%+0.1pp | 572.31%-578.2pp | -7.85%+2.0pp |
| Employer contribution / active EE | $7,955 | $3,382+135.2% | $4,815+65.2% | $2,597+206.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |