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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 | $106,230-9.7% | $147,080-34.8% | $77,736+23.4% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+29.0pp |
| Annual return | 21.80% | 56.91%-35.1pp | 420.17%-398.4pp | 31.26%-9.5pp |
| Employer contribution / active EE | $7,882 | $4,072+93.5% | $4,933+59.8% | $2,728+188.9% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |