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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 | $88,137-35.1% | $164,975-65.3% | $74,429-23.1% |
| Participation rate | 98.3% | 73.1%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 31.45% | 17.13%+14.3pp | 70.12%-38.7pp | 1368.38%-1336.9pp |
| Employer contribution / active EE | $2,155 | $2,597-17.0% | $4,343-50.4% | $2,625-17.9% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |