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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 | $82,537 | $73,638+12.1% | $95,964-14.0% | $73,497+12.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 39.80% | 16.78%+23.0pp | 91.64%-51.8pp | 28.51%+11.3pp |
| Employer contribution / active EE | $11,282 | $1,863+505.5% | $2,541+343.9% | $2,270+397.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |