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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 | $58,396 | $58,347+0.1% | $85,709-31.9% | $86,821-32.7% |
| Participation rate | 99.3% | 64.9%+34.3pp | 69.9%+29.4pp | 72.3%+27.0pp |
| Annual return | 48.26% | 18.43%+29.8pp | 21.49%+26.8pp | 97.94%-49.7pp |
| Employer contribution / active EE | $2,054 | $1,751+17.3% | $2,619-21.5% | $2,406-14.6% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-99.9% | $6,876-100.0% | $170-100.0% |