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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 | $55,458+36.1% | $76,030-0.7% | $77,762-2.9% |
| Participation rate | 77.0% | 63.6%+13.4pp | 69.1%+7.9pp | 70.6%+6.4pp |
| Annual return | 19.05% | 17.10%+2.0pp | 361.54%-342.5pp | 31.27%-12.2pp |
| Employer contribution / active EE | $2,175 | $1,792+21.3% | $2,688-19.1% | $2,728-20.3% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,257-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $6,421-100.0% | $433-100.0% |