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 | $855,990 | $79,045+982.9% | $100,378+752.8% | $74,429+1050.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 28.10% | 20.61%+7.5pp | 49.41%-21.3pp | 1368.38%-1340.3pp |
| Employer contribution / active EE | $15,680 | $3,015+420.0% | $3,942+297.8% | $2,625+497.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,087-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7 | $1,335-99.4% | $7,899-99.9% | $1,944-99.6% |