Filed June 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.
Participant contribution per participant 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 | $60,441 | $52,884+14.3% | $84,753-28.7% | $55,167+9.6% |
| Participation rate | 99.6% | 67.5%+32.1pp | 76.6%+23.0pp | 69.0%+30.6pp |
| Annual return | 9.07% | 18.03%-9.0pp | 22.78%-13.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,893 | $2,233+74.3% | $3,574+8.9% | $1,963+98.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |