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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 | $52,047 | $52,884-1.6% | $84,753-38.6% | $55,167-5.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 26.96% | 18.03%+8.9pp | 22.78%+4.2pp | 169.23%-142.3pp |
| Employer contribution / active EE | $714 | $2,233-68.0% | $3,574-80.0% | $1,963-63.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |