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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 | $178,791 | $106,247+68.3% | $147,096+21.5% | $77,714+130.1% |
| Participation rate | 93.5% | 78.4%+15.1pp | 82.2%+11.3pp | 70.6%+22.9pp |
| Annual return | 34.26% | 56.87%-22.6pp | 419.75%-385.5pp | 31.26%+3.0pp |
| Employer contribution / active EE | $19,916 | $4,069+389.4% | $4,936+303.5% | $2,727+630.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |