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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 | $195,529 | $104,482+87.1% | $159,455+22.6% | $79,393+146.3% |
| Participation rate | 98.0% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 297.45% | 67.96%+229.5pp | 263.63%+33.8pp | 116.87%+180.6pp |
| Employer contribution / active EE | $6,926 | $3,416+102.7% | $4,830+43.4% | $2,428+185.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |