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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 | $224,921 | $95,084+136.5% | $140,514+60.1% | $69,733+222.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 21.87% | 18.56%+3.3pp | 14.36%+7.5pp | 15.22%+6.6pp |
| Employer contribution / active EE | $13,526 | $2,405+462.4% | $3,378+300.4% | $2,250+501.1% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |