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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 | $141,364 | $64,719+118.4% | $112,249+25.9% | $68,486+106.4% |
| Participation rate | 98.4% | 67.2%+31.3pp | 75.1%+23.4pp | 67.9%+30.5pp |
| Annual return | -3.56% | -11.40%+7.8pp | 27.48%-31.0pp | -7.85%+4.3pp |
| Employer contribution / active EE | $15,873 | $2,747+477.9% | $3,636+336.5% | $2,597+511.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |