Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | - | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | - | 3.6%-3.6pp |
| Annual return | 7.61% | 11.88%-4.3pp | 6.15%+1.5pp | 11.88%-4.3pp |
| Employer contribution / active EE | $14,913 | $14,612+2.1% | $45,879-67.5% | $14,612+2.1% |
| Participant deferral / active EE | $0 | $518-100.0% | $0 | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | - | $637-100.0% |