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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 | $53,784 | $73,988-27.3% | $96,538-44.3% | $75,177-28.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.62% | 26.73%-0.1pp | 35.74%-9.1pp | 160.75%-134.1pp |
| Employer contribution / active EE | $16,767 | $2,930+472.2% | $3,740+348.3% | $2,671+527.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |