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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 | $76,363 | $105,210-27.4% | $159,487-52.1% | $85,851-11.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 35.63% | 45.08%-9.5pp | 263.71%-228.1pp | 318.63%-283.0pp |
| Employer contribution / active EE | $2,674 | $3,319-19.4% | $4,831-44.6% | $2,565+4.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |