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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 | $63,122 | $84,493-25.3% | $125,381-49.7% | $66,938-5.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | 2.07% | -8.49%+10.6pp | 572.31%-570.2pp | 1.58%+0.5pp |
| Employer contribution / active EE | $5,172 | $3,554+45.5% | $4,815+7.4% | $2,545+103.2% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $685-99.9% | $10,007-100.0% | $594-99.9% |