Filed February 19, 2025
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,156 | $82,130+228.9% | $453,569-40.4% | $79,389+240.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 68.33% | 345.31%-277.0pp | 64.43%+3.9pp | 116.89%-48.6pp |
| Employer contribution / active EE | $14,860 | $2,659+458.9% | $4,072+264.9% | $2,428+512.0% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,211-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $11,214-100.0% | $626-100.0% |