Filed June 15, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
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 | $56,767 | $51,769+9.7% | $57,356-1.0% | $52,331+8.5% |
| Participation rate | 99.6% | 75.2%+24.3pp | 75.1%+24.5pp | 68.1%+31.5pp |
| Annual return | 1.86% | 2.43%-0.6pp | 24.41%-22.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $3,221 | $2,335+37.9% | $2,689+19.8% | $1,882+71.2% |
| Participant deferral / active EE | $1,229 | $2,794-56.0% | $3,162-61.1% | $3,022-59.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |