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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 | $68,736 | $89,739-23.4% | $149,721-54.1% | $62,293+10.3% |
| Participation rate | 93.4% | 85.1%+8.3pp | 87.1%+6.4pp | 69.5%+23.9pp |
| Annual return | 19.07% | 21.01%-1.9pp | 1501.67%-1482.6pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,904 | $3,233-41.1% | $5,444-65.0% | $2,042-6.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |