Filed July 18, 2023
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 | $39,876 | $99,168-59.8% | $96,534-58.7% | $74,460-46.4% |
| Participation rate | 98.4% | 80.7%+17.8pp | 76.0%+22.4pp | 70.7%+27.7pp |
| Annual return | 0.00% | 22.40%-22.4pp | 25.88%-25.9pp | 34.38%-34.4pp |
| Employer contribution / active EE | $16,854 | $2,570+555.9% | $2,965+468.3% | $2,638+538.9% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |