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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 | $141,436 | $44,714+216.3% | $91,227+55.0% | $66,949+111.3% |
| Participation rate | 99.0% | 65.0%+34.0pp | 73.2%+25.8pp | 69.8%+29.2pp |
| Annual return | 20.13% | -12.25%+32.4pp | 114.14%-94.0pp | 1.57%+18.6pp |
| Employer contribution / active EE | $4,057 | $1,710+137.2% | $2,851+42.3% | $2,545+59.4% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,423-100.0% | $594-100.0% |