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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 | $57,201 | $88,203-35.1% | $165,100-65.4% | $74,478-23.2% |
| Participation rate | 98.3% | 73.1%+25.1pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 31.45% | 17.13%+14.3pp | 70.21%-38.8pp | 1370.56%-1339.1pp |
| Employer contribution / active EE | $2,155 | $2,601-17.1% | $4,348-50.4% | $2,626-17.9% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |