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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 | $233,428 | $48,235+383.9% | $68,803+239.3% | $68,490+240.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 20.95% | -12.70%+33.6pp | -6.37%+27.3pp | -7.85%+28.8pp |
| Employer contribution / active EE | $15,998 | $1,829+774.8% | $2,656+502.4% | $2,597+516.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |