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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 | $34,355 | $84,499-59.3% | $125,391-72.6% | $66,949-48.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 17.97% | -8.49%+26.5pp | 572.41%-554.4pp | 1.57%+16.4pp |
| Employer contribution / active EE | $1,475 | $3,554-58.5% | $4,816-69.4% | $2,545-42.1% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |