Filed January 8, 2021
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 | $114,465 | $78,275+46.2% | $109,173+4.8% | $86,821+31.8% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.9%+23.0pp | 72.3%+26.6pp |
| Annual return | 15.13% | 19.14%-4.0pp | 25.75%-10.6pp | 97.94%-82.8pp |
| Employer contribution / active EE | $5,722 | $3,105+84.3% | $3,723+53.7% | $2,406+137.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-99.9% | $6,755-100.0% | $170-99.9% |