Filed February 20, 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 | $71,762 | $71,523+0.3% | $98,461-27.1% | $71,511+0.4% |
| Participation rate | 99.0% | 72.7%+26.3pp | 75.2%+23.8pp | 67.9%+31.1pp |
| Annual return | 16.72% | 32.43%-15.7pp | 21.17%-4.5pp | 28.86%-12.1pp |
| Employer contribution / active EE | $10,101 | $2,399+321.0% | $3,049+231.3% | $2,589+290.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,676-100.0% | $8,961-100.0% | $1,588-100.0% |