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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 | $87,593 | $95,438-8.2% | $135,982-35.6% | $74,473+17.6% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 23.60% | 32.61%-9.0pp | 68.32%-44.7pp | 34.36%-10.8pp |
| Employer contribution / active EE | $9,556 | $3,878+146.4% | $4,859+96.7% | $2,638+262.2% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |