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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 | $40,560 | $72,770-44.3% | $67,652-40.0% | $55,191-26.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 11.18% | -3.26%+14.4pp | 6625.40%-6614.2pp | 10.78%+0.4pp |
| Employer contribution / active EE | $4,058 | $1,769+129.3% | $2,266+79.1% | $1,899+113.7% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |