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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 | $101,653-61.5% | $147,080-73.4% | $74,459-47.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 188.09% | 8754.98%-8566.9pp | 420.17%-232.1pp | 1369.70%-1181.6pp |
| Employer contribution / active EE | $1,550 | $3,813-59.4% | $4,933-68.6% | $2,626-41.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $1,752-99.3% | $12,989-99.9% | $1,945-99.4% |