Filed November 27, 2018 (most recent of 2 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,356 | $58,258+113.5% | $81,820+52.0% | $80,925+53.7% |
| Participation rate | 91.1% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.5pp |
| Annual return | 12.67% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $4,523 | $2,345+92.8% | $2,915+55.2% | $2,756+64.1% |
| Participant deferral / active EE | $7,184 | $3,284+118.8% | $4,323+66.2% | $4,299+67.1% |
| Admin fee / account holder | $6 | $4,976-99.9% | $7,391-99.9% | $6,940-99.9% |