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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 | $74,857 | $91,439-18.1% | $135,974-44.9% | $71,511+4.7% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 21.18% | 29.90%-8.7pp | 68.30%-47.1pp | 28.86%-7.7pp |
| Employer contribution / active EE | $5,322 | $3,705+43.6% | $4,859+9.5% | $2,589+105.5% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,267-99.9% | $10,767-100.0% | $1,588-99.9% |