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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 | $177,529 | $81,900+116.8% | $119,615+48.4% | $68,498+159.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 12.72% | -23.82%+36.5pp | -14.98%+27.7pp | -7.84%+20.6pp |
| Employer contribution / active EE | $19,886 | $2,693+638.3% | $4,232+369.9% | $2,596+665.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,324-100.0% | $5,403-100.0% |