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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 | $206,105 | $73,004+182.3% | $90,752+127.1% | $68,498+200.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 8.18% | -13.81%+22.0pp | -12.16%+20.3pp | -7.84%+16.0pp |
| Employer contribution / active EE | $7,813 | $2,193+256.3% | $2,921+167.4% | $2,596+200.9% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4 | $5,896-99.9% | $8,446-100.0% | $5,403-99.9% |