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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 | $12,457 | $25,723-51.6% | $69,182-82.0% | $55,167-77.4% |
| Participation rate | 100.0% | 39.4%+60.6pp | 55.1%+44.9pp | 69.0%+31.0pp |
| Annual return | 6.39% | 9.56%-3.2pp | -21.93%+28.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $437 | $480-9.1% | $1,206-63.8% | $1,963-77.7% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |