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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 | $100,635 | $84,493+19.1% | $125,381-19.7% | $66,938+50.3% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | 4.51% | -8.49%+13.0pp | 572.31%-567.8pp | 1.58%+2.9pp |
| Employer contribution / active EE | $4,886 | $3,554+37.5% | $4,815+1.5% | $2,545+92.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |