Filed September 24, 2021 (most recent of 4 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.
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 | $581,866 | $60,488+862.0% | $109,907+429.4% | $79,391+632.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 16.84% | 189.57%-172.7pp | 29.46%-12.6pp | 116.88%-100.0pp |
| Employer contribution / active EE | $10,853 | $1,649+558.2% | $2,844+281.6% | $2,428+347.0% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,047-100.0% | $4,046-100.0% |
| Admin fee / account holder | $8 | $605-98.8% | $6,069-99.9% | $627-98.8% |