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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 | $125,177 | $72,177+73.4% | $115,038+8.8% | $59,633+109.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.75% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $9,072 | $2,841+219.3% | $4,608+96.9% | $2,203+311.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |