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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 | $167,000 | $73,019+128.7% | $90,766+84.0% | $68,490+143.8% |
| Participation rate | 97.6% | 70.8%+26.8pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | 41.35% | -13.81%+55.2pp | -12.16%+53.5pp | -7.85%+49.2pp |
| Employer contribution / active EE | $16,867 | $2,193+669.3% | $2,922+477.3% | $2,597+549.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |