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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,487 | $106,236+45.4% | $112,244+37.6% | $64,811+138.4% |
| Participation rate | 99.2% | 71.7%+27.5pp | 75.1%+24.1pp | 71.5%+27.7pp |
| Annual return | 20.41% | -6.02%+26.4pp | 27.46%-7.1pp | 32.83%-12.4pp |
| Employer contribution / active EE | $6,509 | $3,166+105.6% | $3,635+79.1% | $2,506+159.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $29 | $452-93.6% | $6,411-99.5% | $188-84.5% |