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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 | $28,575 | $64,612-55.8% | $86,451-66.9% | $64,824-55.9% |
| Participation rate | 97.8% | 81.5%+16.4pp | 80.3%+17.5pp | 71.5%+26.3pp |
| Annual return | 620.09% | 0.66%+619.4pp | 4398.51%-3778.4pp | 32.84%+587.2pp |
| Employer contribution / active EE | $8,162 | $2,744+197.4% | $3,770+116.5% | $2,507+225.6% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,953-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $6,734-100.0% | $188-100.0% |