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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 | $51,967 | $88,360-41.2% | $145,433-64.3% | $67,986-23.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 15.64% | 63.15%-47.5pp | 66.58%-50.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $4,982 | $3,054+63.1% | $4,554+9.4% | $2,019+146.8% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |