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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 | $61,358 | $79,523-22.8% | $140,019-56.2% | $56,289+9.0% |
| Participation rate | 96.9% | 85.7%+11.1pp | 87.5%+9.4pp | 69.9%+27.0pp |
| Annual return | -0.69% | 2.39%-3.1pp | 651.17%-651.9pp | -9.96%+9.3pp |
| Employer contribution / active EE | $6,402 | $3,350+91.1% | $5,605+14.2% | $2,111+203.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |