Filed December 1, 2021 (most recent of 3 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,436 | $54,380+35.0% | $68,509+7.2% | $59,633+23.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.92% | 2.83%-1.9pp | 8.27%-7.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $4,511 | $1,539+193.2% | $2,278+98.0% | $2,203+104.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $147 | $3,885-96.2% | $5,275-97.2% | $4,297-96.6% |