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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 | $224,575 | $91,536+145.3% | $130,062+72.7% | $75,177+198.7% |
| Participation rate | 98.9% | 71.5%+27.5pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 17.61% | -631.62%+649.2pp | -137.37%+155.0pp | 160.75%-143.1pp |
| Employer contribution / active EE | $20,213 | $2,845+610.5% | $4,322+367.7% | $2,671+656.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |