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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 | $49,461 | $65,125-24.1% | $143,797-65.6% | $66,949-26.1% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -10.01% | -11.13%+1.1pp | -0.04%-10.0pp | 1.57%-11.6pp |
| Employer contribution / active EE | $5,524 | $2,362+133.8% | $4,952+11.5% | $2,545+117.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $503-99.8% | $14,679-100.0% | $594-99.8% |