Filed August 9, 2017 (most recent of 15 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.
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 | $120,220 | $109,303+10.0% | $69,480+73.0% | $82,204+46.2% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 73.4%+24.6pp |
| Annual return | 15.25% | 20.08%-4.8pp | 28.99%-13.7pp | 26.31%-11.1pp |
| Employer contribution / active EE | $7,148 | $5,149+38.8% | $2,780+157.1% | $2,707+164.0% |
| Participant deferral / active EE | $0 | $4,210-100.0% | $3,537-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $29-100.0% | $3,840-100.0% | $76-100.0% |