Filed October 17, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,102 | $94,529-77.7% | $140,019-84.9% | $64,173-67.1% |
| Participation rate | 73.0% | 84.1%-11.1pp | 87.5%-14.5pp | 69.6%+3.4pp |
| Annual return | -8.85% | 7.77%-16.6pp | 651.17%-660.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,646 | $3,812-56.8% | $5,605-70.6% | $2,381-30.8% |
| Participant deferral / active EE | $2,840 | $5,250-45.9% | $6,927-59.0% | $3,470-18.1% |
| Admin fee / account holder | $29 | $6,741-99.6% | $10,705-99.7% | $4,887-99.4% |