Filed October 19, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,937 | $101,499-37.0% | $147,005-56.5% | $74,546-14.2% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 258.31% | 8732.34%-8474.0pp | 418.76%-160.5pp | 1366.03%-1107.7pp |
| Employer contribution / active EE | $15,588 | $3,811+309.0% | $4,934+215.9% | $2,624+494.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $5 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |