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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 | $44,773 | $75,183-40.4% | $123,894-63.9% | $55,167-18.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 15.43% | 19.01%-3.6pp | 47.52%-32.1pp | 169.23%-153.8pp |
| Employer contribution / active EE | $4,884 | $2,823+73.0% | $4,617+5.8% | $1,963+148.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |