Filed August 29, 2024 (most recent of 6 filings on file)
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 | $58,600 | $112,772-48.0% | $57,357+2.2% | $59,188-1.0% |
| Participation rate | 98.6% | 71.3%+27.3pp | 75.1%+23.5pp | 69.4%+29.2pp |
| Annual return | 2.95% | 0.85%+2.1pp | 24.41%-21.5pp | 5.51%-2.6pp |
| Employer contribution / active EE | $1,385 | $3,400-59.3% | $2,689-48.5% | $2,098-34.0% |
| Participant deferral / active EE | $3,544 | $3,010+17.7% | $3,162+12.1% | $3,265+8.6% |
| Admin fee / account holder | $0 | $144-100.0% | $3,357-100.0% | $92-100.0% |