Filed November 14, 2017
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,986 | $84,948+57.7% | $70,494+90.1% | $73,412+82.5% |
| Participation rate | 99.0% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 11.91% | 13.39%-1.5pp | 109.16%-97.2pp | 59.30%-47.4pp |
| Employer contribution / active EE | $3,060 | $2,834+8.0% | $2,738+11.8% | $2,234+37.0% |
| Participant deferral / active EE | $4,558 | $3,387+34.6% | $3,711+22.8% | $3,806+19.8% |
| Admin fee / account holder | $170 | $98+73.1% | $3,848-95.6% | $158+7.5% |