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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 | $149,741 | $52,884+183.2% | $84,753+76.7% | $55,167+171.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 42.53% | 18.03%+24.5pp | 22.78%+19.7pp | 169.23%-126.7pp |
| Employer contribution / active EE | $2,086 | $2,233-6.6% | $3,574-41.7% | $1,963+6.3% |
| 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% |