Filed March 6, 2025
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,794 | $52,467+57.8% | $57,196+44.8% | $55,167+50.1% |
| Participation rate | 99.3% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.3pp |
| Annual return | 0.70% | 7.72%-7.0pp | 14.59%-13.9pp | 169.23%-168.5pp |
| Employer contribution / active EE | $5,419 | $2,477+118.7% | $2,683+102.0% | $1,963+176.1% |
| Participant deferral / active EE | $7,403 | $2,830+161.6% | $3,096+139.1% | $3,054+142.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |