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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 | $101,591+34.9% | $147,096-6.8% | $74,429+84.1% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.6pp |
| Annual return | 22.45% | 8746.45%-8724.0pp | 419.75%-397.3pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $12,571 | $3,813+229.7% | $4,936+154.7% | $2,625+378.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |