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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,434 | $91,424-12.0% | $135,942-40.8% | $71,495+12.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 0.58% | 29.90%-29.3pp | 68.28%-67.7pp | 28.85%-28.3pp |
| Employer contribution / active EE | $5,357 | $3,704+44.6% | $4,858+10.3% | $2,589+106.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $22 | $1,266-98.3% | $10,764-99.8% | $1,588-98.6% |