Filed October 26, 2023 (most recent of 2 filings on file)
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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 | $93,981 | $73,102+28.6% | $123,553-23.9% | $56,289+67.0% |
| Participation rate | 99.1% | 74.3%+24.7pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | 47.05% | 3.01%+44.0pp | 119.21%-72.2pp | -9.96%+57.0pp |
| Employer contribution / active EE | $12,090 | $2,977+306.1% | $4,628+161.2% | $2,111+472.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |