Filed June 18, 2018
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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 | $27,781 | $50,464-44.9% | $75,784-63.3% | $52,331-46.9% |
| Participation rate | 88.6% | 66.8%+21.8pp | 75.8%+12.8pp | 68.1%+20.5pp |
| Annual return | 0.01% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |