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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 | $125,736 | $85,766+46.6% | $136,298-7.7% | $70,126+79.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.35% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $25,375 | $2,966+755.5% | $4,696+440.4% | $2,343+983.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |