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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 | $51,068 | $64,909-21.3% | $82,312-38.0% | $62,293-18.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 51.26% | 21.18%+30.1pp | 25.88%+25.4pp | 28.90%+22.4pp |
| Employer contribution / active EE | $7,136 | $1,676+325.8% | $2,428+193.9% | $2,042+249.4% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |