Filed October 27, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,602 | $38,969-49.7% | $109,313-82.1% | $55,167-64.5% |
| Participation rate | 88.2% | 58.2%+29.9pp | 71.3%+16.9pp | 69.0%+19.2pp |
| Annual return | 5.76% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $3,701 | $1,227+201.7% | $3,892-4.9% | $1,963+88.6% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $501-97.2% | $5,666-99.8% | $504-97.2% |