Filed September 8, 2016
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,551 | $65,322-24.1% | $70,476-29.7% | $73,493-32.6% |
| Participation rate | 99.1% | 77.0%+22.2pp | 75.1%+24.1pp | 70.7%+28.4pp |
| Annual return | 5.71% | 15.71%-10.0pp | 109.12%-103.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $3,236 | $2,460+31.5% | $2,738+18.2% | $2,270+42.5% |
| Participant deferral / active EE | $3,236 | $3,375-4.1% | $3,710-12.8% | $3,740-13.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |