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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 | $33,241 | $57,352-42.0% | $83,831-60.3% | $64,173-48.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 2.71% | 11.38%-8.7pp | 850.99%-848.3pp | 7.63%-4.9pp |
| Employer contribution / active EE | $1,321 | $2,546-48.1% | $3,631-63.6% | $2,381-44.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $35 | $4,046-99.1% | $5,479-99.4% | $4,887-99.3% |