Filed December 21, 2016
Total covered: 1,658 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $218,831 | $72,303+202.7% | $86,698+152.4% | $64,824+237.6% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.2pp | 71.5%+27.4pp |
| Annual return | -15.76% | 392.77%-408.5pp | 35.96%-51.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $10,156 | $2,393+324.4% | $2,837+258.0% | $2,507+305.1% |
| Participant deferral / active EE | $12,310 | $4,660+164.2% | $4,656+164.4% | $4,311+185.5% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |