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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 | $81,870+116.8% | $119,634+48.4% | $68,490+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 | -7.85%+20.6pp |
| Employer contribution / active EE | $19,886 | $2,692+638.8% | $4,232+369.9% | $2,597+665.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |