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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 | $40,388 | $121,671-66.8% | $211,142-80.9% | $64,340-37.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 87.3%+12.7pp | 55.2%+44.8pp |
| Annual return | 17.23% | 21.43%-4.2pp | 46.84%-29.6pp | 24.14%-6.9pp |
| Employer contribution / active EE | $2,778 | $4,066-31.7% | $6,442-56.9% | $1,862+49.2% |
| Participant deferral / active EE | $0 | $6,049-100.0% | $9,284-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $19,076-100.0% | $3,703-100.0% |