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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 | $75,492 | $55,482+36.1% | $76,051-0.7% | $77,692-2.8% |
| Participation rate | 77.0% | 63.7%+13.3pp | 69.1%+7.9pp | 70.6%+6.4pp |
| Annual return | 19.05% | 17.09%+2.0pp | 360.42%-341.4pp | 31.25%-12.2pp |
| Employer contribution / active EE | $2,175 | $1,792+21.4% | $2,690-19.1% | $2,726-20.2% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $407-100.0% | $6,416-100.0% | $431-100.0% |