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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 | $30,237 | $69,774-56.7% | $67,575-55.3% | $74,459-59.4% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 12.09% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $1,268 | $2,710-53.2% | $2,736-53.7% | $2,626-51.7% |
| Participant deferral / active EE | $2,022 | $3,636-44.4% | $4,003-49.5% | $4,350-53.5% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |