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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 | $106,164-9.7% | $147,041-34.8% | $77,692+23.4% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 21.80% | 56.81%-35.0pp | 419.21%-397.4pp | 31.25%-9.5pp |
| Employer contribution / active EE | $7,882 | $4,066+93.8% | $4,935+59.7% | $2,726+189.1% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |