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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 | $46,970 | $77,677-39.5% | $109,173-57.0% | $79,391-40.8% |
| Participation rate | 97.9% | 67.8%+30.1pp | 75.9%+22.0pp | 70.7%+27.2pp |
| Annual return | 25.77% | 23.44%+2.3pp | 25.75%0pp | 116.88%-91.1pp |
| Employer contribution / active EE | $7,012 | $2,798+150.6% | $3,723+88.3% | $2,428+188.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |