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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 | $49,216 | $59,813-17.7% | $79,580-38.2% | $68,486-28.1% |
| Participation rate | 98.9% | 61.1%+37.9pp | 69.5%+29.5pp | 67.9%+31.1pp |
| Annual return | 5.05% | -12.30%+17.3pp | 0.15%+4.9pp | -7.85%+12.9pp |
| Employer contribution / active EE | $4,343 | $1,505+188.5% | $2,413+79.9% | $2,597+67.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |