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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 | $81,003 | $59,267+36.7% | $96,575-16.1% | $79,393+2.0% |
| Participation rate | 98.7% | 61.9%+36.9pp | 69.8%+28.9pp | 70.7%+28.0pp |
| Annual return | 37.59% | 27.08%+10.5pp | 37.79%-0.2pp | 116.87%-79.3pp |
| Employer contribution / active EE | $14,205 | $1,216+1068.3% | $2,357+502.7% | $2,428+485.1% |
| Participant deferral / active EE | $0 | $2,947-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |