Filed June 19, 2020 (most recent of 8 filings on file)
Total covered: 1,371 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,407 | $106,087-37.4% | $86,717-23.4% | $78,104-15.0% |
| Participation rate | 98.7% | 89.6%+9.1pp | 76.6%+22.1pp | 74.5%+24.2pp |
| Annual return | -14.16% | -14.87%+0.7pp | 35.97%-50.1pp | 10.90%-25.1pp |
| Employer contribution / active EE | $4,276 | $4,110+4.0% | $2,837+50.7% | $3,128+36.7% |
| Participant deferral / active EE | $4,413 | $6,851-35.6% | $4,657-5.2% | $5,089-13.3% |
| Admin fee / account holder | $0 | $81-100.0% | $7,494-100.0% | $79-100.0% |