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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 | $81,334+176.5% | $113,397+98.3% | $64,097+250.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 76.5%+23.5pp | 55.2%+44.8pp |
| Annual return | 21.87% | 32.50%-10.6pp | 23.20%-1.3pp | 34.64%-12.8pp |
| Employer contribution / active EE | $13,526 | $2,077+551.3% | $2,977+354.3% | $1,891+615.1% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,208-100.0% | $11,957-100.0% | $3,454-100.0% |