Filed May 15, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,749 | $80,781+175.7% | $102,437+117.4% | $74,478+199.1% |
| Participation rate | 98.8% | 65.7%+33.2pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 41.96% | 27.58%+14.4pp | 24.95%+17.0pp | 1370.56%-1328.6pp |
| Employer contribution / active EE | $3,567 | $3,160+12.9% | $3,871-7.8% | $2,626+35.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |