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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 | $58,359 | $65,367-10.7% | $92,915-37.2% | $72,976-20.0% |
| Participation rate | 97.6% | 68.3%+29.3pp | 76.0%+21.6pp | 69.5%+28.2pp |
| Annual return | 52.55% | 42.11%+10.4pp | 109.45%-56.9pp | 81.02%-28.5pp |
| Employer contribution / active EE | $3,705 | $2,594+42.8% | $3,653+1.4% | $2,440+51.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $44 | $4,251-99.0% | $5,796-99.2% | $5,124-99.1% |