Filed September 1, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,983 | $38,925-46.1% | $73,836-71.6% | $55,191-62.0% |
| Participation rate | 99.5% | 66.0%+33.4pp | 73.4%+26.0pp | 69.2%+30.3pp |
| Annual return | 0.52% | 6.31%-5.8pp | 2268.06%-2267.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,642 | $1,695+55.9% | $2,787-5.2% | $1,899+39.1% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $83-99.1% | $4,882-100.0% | $91-99.1% |