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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 | $23,686 | $42,546-44.3% | $71,796-67.0% | $55,167-57.1% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 9.99% | 12.36%-2.4pp | 78.04%-68.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $866 | $803+7.8% | $1,924-55.0% | $1,963-55.9% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $26 | $650-96.0% | $4,815-99.5% | $504-94.8% |