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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 | $106,264-9.7% | $147,117-34.8% | $77,762+23.3% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+29.0pp |
| Annual return | 21.80% | 56.94%-35.1pp | 420.54%-398.7pp | 31.27%-9.5pp |
| Employer contribution / active EE | $7,882 | $4,074+93.5% | $4,932+59.8% | $2,728+188.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |