Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $605,083 | $148,584+307.2% | $216,567+179.4% | $69,255+773.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.6%+18.4pp | 69.0%+31.0pp |
| Annual return | 34.91% | 8.62%+26.3pp | 12.94%+22.0pp | 26.73%+8.2pp |
| Employer contribution / active EE | $10,681 | $3,404+213.7% | $5,216+104.8% | $2,645+303.8% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $21,981-100.0% | $733-100.0% |