Filed October 17, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $474,949 | $62,324+662.1% | $68,509+593.3% | $55,191+760.5% |
| Participation rate | 70.0% | 78.9%-8.9pp | 74.7%-4.8pp | 69.2%+0.8pp |
| Annual return | 116.07% | 4.26%+111.8pp | 8.27%+107.8pp | 10.78%+105.3pp |
| Employer contribution / active EE | $1,765 | $2,223-20.6% | $2,278-22.5% | $1,899-7.0% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |