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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 | $154,707 | $101,499+52.4% | $147,005+5.2% | $74,546+107.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 555.54% | 8732.34%-8176.8pp | 418.76%+136.8pp | 1366.03%-810.5pp |
| Employer contribution / active EE | $19,326 | $3,811+407.1% | $4,934+291.7% | $2,624+636.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |