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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 | $68,179 | $93,182-26.8% | $146,643-53.5% | $79,391-14.1% |
| Participation rate | 99.2% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 30.91% | 21.61%+9.3pp | 22.75%+8.2pp | 116.88%-86.0pp |
| Employer contribution / active EE | $7,759 | $2,420+220.7% | $4,137+87.6% | $2,428+219.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |