Filed December 16, 2019 (most recent of 3 filings on file)
Total covered: 56 employees
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 | $88,337 | $84,482+4.6% | $125,363-29.5% | $66,930+32.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 9.50% | -8.49%+18.0pp | 572.15%-562.6pp | 1.57%+7.9pp |
| Employer contribution / active EE | $1,709 | $3,553-51.9% | $4,815-64.5% | $2,545-32.8% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $53 | $685-92.3% | $10,005-99.5% | $593-91.1% |