Filed November 6, 2023
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 | $47,886 | $75,183-36.3% | $123,894-61.3% | $55,167-13.2% |
| Participation rate | 82.1% | 72.8%+9.2pp | 81.4%+0.7pp | 69.0%+13.1pp |
| Annual return | 26.84% | 19.01%+7.8pp | 47.52%-20.7pp | 169.23%-142.4pp |
| Employer contribution / active EE | $10,285 | $2,823+264.3% | $4,617+122.8% | $1,963+424.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |