Filed March 18, 2025
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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 | $127,960 | $121,098+5.7% | $125,195+2.2% | - |
| Participation rate | 100.0% | 74.4%+25.6pp | 79.8%+20.2pp | - |
| Annual return | 17.58% | 15.50%+2.1pp | 43.79%-26.2pp | - |
| Employer contribution / active EE | $13,145 | $1,930+581.1% | $3,866+240.0% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $0 | $16,883-100.0% | $9,704-100.0% | - |