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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 | $35,393 | $64,954-45.5% | $115,752-69.4% | $62,293-43.2% |
| Participation rate | 99.1% | 73.0%+26.1pp | 77.8%+21.3pp | 69.5%+29.6pp |
| Annual return | 23.73% | 24.87%-1.1pp | 19.41%+4.3pp | 28.90%-5.2pp |
| Employer contribution / active EE | $2,765 | $2,344+18.0% | $3,492-20.8% | $2,042+35.4% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |