Filed April 22, 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 | $54,079 | $60,165-10.1% | $74,184-27.1% | $55,167-2.0% |
| Participation rate | 98.5% | 74.2%+24.4pp | 76.6%+21.9pp | 69.0%+29.5pp |
| Annual return | 29.12% | 10.00%+19.1pp | 17.74%+11.4pp | 169.23%-140.1pp |
| Employer contribution / active EE | $2,939 | $1,600+83.7% | $2,370+24.0% | $1,963+49.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |