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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 | $47,159 | $99,957-52.8% | $149,745-68.5% | $73,497-35.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 25.31% | 53.87%-28.6pp | 276.72%-251.4pp | 28.51%-3.2pp |
| Employer contribution / active EE | $1,587 | $3,191-50.3% | $4,646-65.8% | $2,270-30.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |