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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 | $137,055 | $101,653+34.8% | $147,080-6.8% | $74,459+84.1% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.2%+16.7pp | 67.2%+31.6pp |
| Annual return | 22.45% | 8754.98%-8732.5pp | 420.17%-397.7pp | 1369.70%-1347.3pp |
| Employer contribution / active EE | $12,571 | $3,813+229.7% | $4,933+154.8% | $2,626+378.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |