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 | $100,333 | $70,083+43.2% | $59,887+67.5% | $55,725+80.1% |
| Participation rate | 99.7% | 78.4%+21.3pp | 74.7%+25.0pp | 70.9%+28.8pp |
| Annual return | -1.54% | 3.13%-4.7pp | 3.46%-5.0pp | 244.93%-246.5pp |
| Employer contribution / active EE | $5,060 | $2,878+75.8% | $2,722+85.9% | $2,078+143.5% |
| Participant deferral / active EE | $5,988 | $3,079+94.5% | $3,402+76.0% | $3,356+78.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |