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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 | $223,186 | $57,108+290.8% | $94,229+136.9% | $52,331+326.5% |
| Participation rate | 99.2% | 72.9%+26.3pp | 78.8%+20.4pp | 68.1%+31.1pp |
| Annual return | 5.16% | 1.47%+3.7pp | 10.68%-5.5pp | 4.54%+0.6pp |
| Employer contribution / active EE | $16,710 | $1,735+862.9% | $3,587+365.9% | $1,882+788.0% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8 | $546-98.5% | $6,269-99.9% | $592-98.6% |