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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 | $114,296 | $54,590+109.4% | $81,716+39.9% | $73,493+55.5% |
| Participation rate | 99.4% | 68.3%+31.1pp | 72.0%+27.4pp | 70.7%+28.7pp |
| Annual return | 24.82% | 17.74%+7.1pp | 29.49%-4.7pp | 28.51%-3.7pp |
| Employer contribution / active EE | $6,067 | $1,636+270.9% | $4,310+40.8% | $2,270+167.3% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,159-100.0% | $513-100.0% |