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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 | $102,824 | $84,499+21.7% | $125,391-18.0% | $66,949+53.6% |
| Participation rate | 96.5% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.6pp |
| Annual return | 33.86% | -8.49%+42.4pp | 572.41%-538.5pp | 1.57%+32.3pp |
| Employer contribution / active EE | $8,333 | $3,554+134.5% | $4,816+73.0% | $2,545+227.4% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |