Filed March 26, 2018
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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 | $66,720 | $137,414-51.4% | $189,520-64.8% | $85,856-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.02% | 38.14%-22.1pp | 555.25%-539.2pp | 318.58%-302.6pp |
| Employer contribution / active EE | $5,294 | $4,344+21.9% | $6,161-14.1% | $2,565+106.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,046-100.0% | $6,261-100.0% |