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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 | $9,350 | $39,028-76.0% | $80,741-88.4% | $85,847-89.1% |
| Participation rate | 82.7% | 41.6%+41.1pp | 54.2%+28.5pp | 69.3%+13.3pp |
| Annual return | 49.70% | 26.31%+23.4pp | 87.30%-37.6pp | 318.61%-268.9pp |
| Employer contribution / active EE | $6,118 | $722+747.1% | $1,160+427.4% | $2,565+138.5% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $2,429-99.9% | $3,380-100.0% | $6,261-100.0% |