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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 | $157,811 | $201,594-21.7% | $101,275+55.8% | - |
| Participation rate | 96.0% | 64.6%+31.4pp | 75.8%+20.2pp | - |
| Annual return | 31.13% | 13.55%+17.6pp | 46.48%-15.3pp | - |
| Employer contribution / active EE | $4,405 | $2,288+92.5% | $3,660+20.3% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,371-100.0% | - |
| Admin fee / account holder | $0 | $7,709-100.0% | $5,948-100.0% | - |