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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 | $25,081 | $64,729-61.3% | $112,263-77.7% | $68,490-63.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -6.49% | -11.40%+4.9pp | 27.49%-34.0pp | -7.85%+1.4pp |
| Employer contribution / active EE | $6,833 | $2,746+148.9% | $3,636+87.9% | $2,597+163.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $91 | $5,222-98.3% | $6,410-98.6% | $5,403-98.3% |