Filed December 14, 2023
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,319 | $52,293-34.4% | $178,503-80.8% | $73,412-53.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 11.64% | 34.75%-23.1pp | 151.12%-139.5pp | 59.30%-47.7pp |
| Employer contribution / active EE | $1,325 | $1,736-23.7% | $5,011-73.6% | $2,234-40.7% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |