Filed December 8, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,564 | $37,117-76.9% | $147,618-94.2% | $55,191-84.5% |
| Participation rate | 98.5% | 63.6%+34.9pp | 84.6%+13.9pp | 69.2%+29.4pp |
| Annual return | 1.94% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $927 | $1,620-42.8% | $5,565-83.3% | $1,899-51.2% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |