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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 | $59,217 | $72,303-18.1% | $86,698-31.7% | $64,819-8.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.07% | 392.77%-407.8pp | 35.95%-51.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $2,101 | $2,393-12.2% | $2,837-25.9% | $2,507-16.2% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-99.9% | $7,493-100.0% | $188-99.9% |