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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 | $124,561 | $99,168+25.6% | $96,534+29.0% | $74,460+67.3% |
| Participation rate | 98.1% | 80.7%+17.4pp | 76.0%+22.1pp | 70.7%+27.3pp |
| Annual return | 20.84% | 22.40%-1.6pp | 25.88%-5.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $4,372 | $2,570+70.1% | $2,965+47.4% | $2,638+65.7% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |