Filed May 16, 2022 (most recent of 4 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 9-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 | $205,782 | $73,638+179.5% | $95,964+114.4% | $73,497+180.0% |
| Participation rate | 97.3% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 33.74% | 16.78%+17.0pp | 91.64%-57.9pp | 28.51%+5.2pp |
| Employer contribution / active EE | $6,782 | $1,863+264.0% | $2,541+166.9% | $2,270+198.7% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |