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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 | $28,607 | $52,678-45.7% | $75,784-62.3% | $59,633-52.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.63% | 2.95%-2.3pp | 9.68%-9.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $3,117 | $2,193+42.1% | $3,323-6.2% | $2,203+41.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |