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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 | $217,173 | $59,220+266.7% | $96,572+124.9% | $79,389+173.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 15.60% | 27.08%-11.5pp | 37.79%-22.2pp | 116.89%-101.3pp |
| Employer contribution / active EE | $13,627 | $1,216+1020.3% | $2,357+478.1% | $2,428+461.3% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $659-99.4% | $6,183-99.9% | $626-99.4% |