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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 | $43,408 | $99,957-56.6% | $149,745-71.0% | $73,497-40.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 49.98% | 53.87%-3.9pp | 276.72%-226.7pp | 28.51%+21.5pp |
| Employer contribution / active EE | $6,361 | $3,191+99.3% | $4,646+36.9% | $2,270+180.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $551-99.8% | $9,312-100.0% | $513-99.8% |