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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 | $71,968 | $84,499-14.8% | $125,391-42.6% | $66,949+7.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 11.50% | -8.49%+20.0pp | 572.41%-560.9pp | 1.57%+9.9pp |
| Employer contribution / active EE | $3,887 | $3,554+9.4% | $4,816-19.3% | $2,545+52.7% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |