Filed July 9, 2019 (most recent of 4 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 10-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 | $183,327 | $91,692+99.9% | $67,561+171.4% | $77,714+135.9% |
| Participation rate | 97.6% | 76.0%+21.5pp | 72.9%+24.7pp | 70.6%+27.0pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3525.44%-3513.9pp | 31.26%-19.8pp |
| Employer contribution / active EE | $6,607 | $3,188+107.3% | $2,735+141.6% | $2,727+142.3% |
| Participant deferral / active EE | $5,927 | $3,912+51.5% | $4,003+48.1% | $4,649+27.5% |
| Admin fee / account holder | $95 | $245-61.2% | $4,006-97.6% | $433-78.1% |