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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 | $95,906 | $106,247-9.7% | $147,096-34.8% | $77,714+23.4% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.5pp | 70.6%+29.0pp |
| Annual return | 21.80% | 56.87%-35.1pp | 419.75%-398.0pp | 31.26%-9.5pp |
| Employer contribution / active EE | $7,882 | $4,069+93.7% | $4,936+59.7% | $2,727+189.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |