Filed December 17, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,602 | $62,715-91.1% | $104,301-94.6% | $66,938-91.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -87.62% | -14.70%-72.9pp | 24.61%-112.2pp | 1.58%-89.2pp |
| Employer contribution / active EE | $5,990 | $1,976+203.2% | $3,373+77.6% | $2,545+135.3% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,340-100.0% | $594-100.0% |