Filed August 19, 2024
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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 | $140,964 | $63,346+122.5% | $92,240+52.8% | $70,126+101.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 41.51% | 530.19%-488.7pp | 176.29%-134.8pp | 73.15%-31.6pp |
| Employer contribution / active EE | $12,059 | $2,471+388.0% | $3,680+227.7% | $2,343+414.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |