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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 | $89,264 | $101,499-12.1% | $147,005-39.3% | $74,546+19.7% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 22.85% | 8732.34%-8709.5pp | 418.76%-395.9pp | 1366.03%-1343.2pp |
| Employer contribution / active EE | $5,786 | $3,811+51.8% | $4,934+17.3% | $2,624+120.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |