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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 | $247,131 | $70,002+253.0% | $115,038+114.8% | $52,331+372.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 28.61% | 4.04%+24.6pp | 26.14%+2.5pp | 4.54%+24.1pp |
| Employer contribution / active EE | $9,898 | $2,715+264.6% | $4,608+114.8% | $1,882+426.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |