Filed September 30, 2019
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 | $85,283 | $82,972+2.8% | $103,374-17.5% | $77,671+9.8% |
| Participation rate | 97.1% | 71.5%+25.5pp | 74.5%+22.6pp | 70.6%+26.5pp |
| Annual return | 2.00% | 19.14%-17.1pp | 24.89%-22.9pp | 31.21%-29.2pp |
| Employer contribution / active EE | $2,441 | $3,554-31.3% | $3,869-36.9% | $2,726-10.5% |
| Participant deferral / active EE | $5,648 | $4,108+37.5% | $5,058+11.7% | $4,648+21.5% |
| Admin fee / account holder | $290 | $639-54.6% | $8,394-96.5% | $430-32.6% |