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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,531 | $79,181-27.3% | $102,423-43.8% | $74,429-22.7% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 77.93% | 54.97%+23.0pp | 29.42%+48.5pp | 1368.38%-1290.5pp |
| Employer contribution / active EE | $11,198 | $2,362+374.2% | $3,023+270.4% | $2,625+326.6% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |