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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 | $36,390 | $75,284-51.7% | $91,004-60.0% | $69,631-47.7% |
| Participation rate | 98.1% | 80.4%+17.7pp | 75.6%+22.5pp | 70.7%+27.4pp |
| Annual return | 20.86% | 48.40%-27.5pp | 4.60%+16.3pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $3,342 | $2,473+35.2% | $2,456+36.1% | $2,032+64.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-99.6% | $5,417-100.0% | $110-99.6% |