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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 | $101,672+52.2% | $147,117+5.2% | $74,478+107.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 555.54% | 8757.83%-8202.3pp | 420.54%+135.0pp | 1370.56%-815.0pp |
| Employer contribution / active EE | $19,326 | $3,813+406.8% | $4,932+291.8% | $2,626+635.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |