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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 | $59,503 | $60,989-2.4% | $60,919-2.3% | $66,949-11.1% |
| Participation rate | 96.2% | 74.5%+21.7pp | 73.1%+23.1pp | 69.8%+26.4pp |
| Annual return | 3.73% | -9.60%+13.3pp | 16.96%-13.2pp | 1.57%+2.2pp |
| Employer contribution / active EE | $9,143 | $2,661+243.6% | $2,704+238.2% | $2,545+259.2% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $3,228-100.0% | $594-99.9% |