Filed March 2, 2022 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,771 | $91,394-68.5% | $130,026-77.9% | $74,440-61.4% |
| Participation rate | 98.4% | 77.8%+20.7pp | 78.5%+19.9pp | 70.7%+27.7pp |
| Annual return | 28.74% | 23.20%+5.5pp | -137.26%+166.0pp | 34.37%-5.6pp |
| Employer contribution / active EE | $1,163 | $2,565-54.6% | $4,321-73.1% | $2,638-55.9% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,821-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $284-100.0% | $10,608-100.0% | $348-100.0% |