Filed May 7, 2019
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,754 | $55,449+65.5% | $83,831+9.5% | $56,289+63.0% |
| Participation rate | 99.5% | 68.0%+31.5pp | 76.1%+23.4pp | 69.9%+29.7pp |
| Annual return | 42.79% | -1.38%+44.2pp | 850.99%-808.2pp | -9.96%+52.7pp |
| Employer contribution / active EE | $2,586 | $2,430+6.4% | $3,631-28.8% | $2,111+22.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |