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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 | $45,105 | $83,045-45.7% | $130,045-65.3% | $71,511-36.9% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.2pp |
| Annual return | 39.11% | 20.61%+18.5pp | -137.30%+176.4pp | 28.86%+10.3pp |
| Employer contribution / active EE | $1,389 | $2,623-47.1% | $4,321-67.9% | $2,589-46.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |