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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 | $55,422 | $81,301-31.8% | $76,030-27.1% | $200,096-72.3% |
| Participation rate | 99.7% | 70.1%+29.6pp | 69.1%+30.6pp | 72.0%+27.6pp |
| Annual return | 12.85% | 16.31%-3.5pp | 361.54%-348.7pp | 34.26%-21.4pp |
| Employer contribution / active EE | $3,779 | $3,352+12.7% | $2,688+40.6% | $3,038+24.4% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $145-99.7% | $6,421-100.0% | $269-99.8% |