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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 | $198,283 | $56,503+250.9% | $69,884+183.7% | $64,819+205.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | 8.40% | -13.44%+21.8pp | 190.81%-182.4pp | 32.84%-24.4pp |
| Employer contribution / active EE | $6,886 | $2,046+236.5% | $2,560+169.0% | $2,507+174.7% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,848-100.0% | $4,311-100.0% |
| Admin fee / account holder | $208 | $160+29.5% | $6,266-96.7% | $188+10.6% |