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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,145 | $101,539-61.4% | $147,041-73.4% | $74,400-47.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 188.09% | 8740.84%-8552.8pp | 419.21%-231.1pp | 1367.51%-1179.4pp |
| Employer contribution / active EE | $1,550 | $3,811-59.3% | $4,935-68.6% | $2,624-40.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $12 | $1,749-99.3% | $13,006-99.9% | $1,944-99.4% |