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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 | $48,613 | $55,446-12.3% | $155,574-68.8% | $74,429-34.7% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 19.51% | 269.20%-249.7pp | 64.87%-45.4pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |