Filed January 6, 2023 (most recent of 2 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 3-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 | $55,315 | $76,112-27.3% | $96,544-42.7% | $71,529-22.7% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 159.40% | 22.80%+136.6pp | 25.88%+133.5pp | 28.97%+130.4pp |
| Employer contribution / active EE | $2,690 | $2,248+19.7% | $2,966-9.3% | $2,590+3.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |