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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 | $81,259 | $82,678-1.7% | $125,391-35.2% | $68,490+18.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.29% | -5.97%+2.7pp | 572.41%-575.7pp | -7.85%+4.6pp |
| Employer contribution / active EE | $16,666 | $3,382+392.7% | $4,816+246.1% | $2,597+541.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |