Filed August 31, 2020 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,054 | $129,227-16.4% | $184,256-41.4% | $77,762+39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -5.12% | 33.24%-38.4pp | 28.85%-34.0pp | 31.27%-36.4pp |
| Employer contribution / active EE | $6,959 | $4,412+57.7% | $6,427+8.3% | $2,728+155.1% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $6 | $256-97.8% | $13,899-100.0% | $433-98.7% |