Filed November 9, 2021
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,944 | $54,320+56.4% | $67,652+25.6% | $52,331+62.3% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.7%+22.4pp | 68.1%+30.0pp |
| Annual return | -6.90% | 6.81%-13.7pp | 6625.40%-6632.3pp | 4.54%-11.4pp |
| Employer contribution / active EE | $9,645 | $1,544+524.8% | $2,266+325.7% | $1,882+412.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |