Filed September 22, 2016
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 | $99,851 | $68,408+46.0% | $57,196+74.6% | $57,658+73.2% |
| Participation rate | 98.1% | 79.1%+19.0pp | 75.3%+22.8pp | 70.2%+27.9pp |
| Annual return | 7.51% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $6,249 | $2,869+117.8% | $2,683+132.9% | $1,974+216.6% |
| Participant deferral / active EE | $5,222 | $2,903+79.9% | $3,096+68.7% | $3,061+70.6% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |