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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 | $168,359 | $99,823+68.7% | $122,979+36.9% | $65,191+158.3% |
| Participation rate | 97.2% | 80.1%+17.1pp | 77.2%+20.0pp | 63.0%+34.2pp |
| Annual return | 6.61% | 13.47%-6.9pp | 20.12%-13.5pp | 51.24%-44.6pp |
| Employer contribution / active EE | $6,259 | $3,224+94.2% | $3,062+104.4% | $2,400+160.8% |
| Participant deferral / active EE | $0 | $4,328-100.0% | $5,003-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $12,864-100.0% | $907-100.0% |