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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 | $101,591-12.1% | $147,096-39.3% | $74,429+19.9% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 22.85% | 8746.45%-8723.6pp | 419.75%-396.9pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $5,786 | $3,813+51.7% | $4,936+17.2% | $2,625+120.4% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,750-99.9% | $13,005-100.0% | $1,944-99.9% |