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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 | $124,738 | $78,682+58.5% | $109,188+14.2% | $85,851+45.3% |
| Participation rate | 95.7% | 68.3%+27.4pp | 75.9%+19.8pp | 69.3%+26.4pp |
| Annual return | 11.88% | 25.09%-13.2pp | 25.76%-13.9pp | 318.63%-306.8pp |
| Employer contribution / active EE | $10,753 | $2,734+293.3% | $3,723+188.8% | $2,565+319.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |