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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 | $16,404 | $59,116-72.3% | $86,438-81.0% | $68,486-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 2.41% | -0.23%+2.6pp | 4397.19%-4394.8pp | -7.85%+10.3pp |
| Employer contribution / active EE | $376 | $2,519-85.1% | $3,769-90.0% | $2,597-85.5% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,639-100.0% | $6,733-100.0% | $5,404-100.0% |