Filed November 17, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $135,353 | $86,949+55.7% | $102,460+32.1% | $80,959+67.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -4.81% | 18.89%-23.7pp | 29.47%-34.3pp | 35.67%-40.5pp |
| Employer contribution / active EE | $16,718 | $2,370+605.5% | $3,025+452.6% | $2,757+506.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |