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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 | $54,880 | $56,511-2.9% | $185,837-70.5% | $86,813-36.8% |
| Participation rate | 70.7% | 65.5%+5.2pp | 81.7%-11.0pp | 72.3%-1.6pp |
| Annual return | 14.20% | 118.12%-103.9pp | 122.08%-107.9pp | 97.93%-83.7pp |
| Employer contribution / active EE | $690 | $1,844-62.6% | $5,168-86.6% | $2,406-71.3% |
| Participant deferral / active EE | $1,818 | $2,554-28.8% | $5,568-67.3% | $4,131-56.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,241-100.0% | $170-100.0% |