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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 | $80,345 | $99,957-19.6% | $149,745-46.3% | $73,497+9.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 22.05% | 53.87%-31.8pp | 276.72%-254.7pp | 28.51%-6.5pp |
| Employer contribution / active EE | $19,578 | $3,191+513.5% | $4,646+321.4% | $2,270+762.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $551-99.7% | $9,312-100.0% | $513-99.7% |