Filed May 2, 2021 (most recent of 3 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 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 | $127,278 | $82,972+53.4% | $103,374+23.1% | $77,671+63.9% |
| Participation rate | 94.2% | 71.5%+22.7pp | 74.5%+19.7pp | 70.6%+23.6pp |
| Annual return | 11.76% | 19.14%-7.4pp | 24.89%-13.1pp | 31.21%-19.5pp |
| Employer contribution / active EE | $5,998 | $3,554+68.8% | $3,869+55.0% | $2,726+120.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |