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.
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 | $93,041 | $43,423+114.3% | $78,676+18.3% | $55,167+68.7% |
| Participation rate | 99.5% | 68.0%+31.5pp | 73.6%+25.9pp | 69.0%+30.5pp |
| Annual return | 6.03% | 11.53%-5.5pp | 62.19%-56.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $7,304 | $1,997+265.8% | $2,850+156.3% | $1,963+272.2% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |