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 | $242,915 | $84,940+186.0% | $111,306+118.2% | $79,389+206.0% |
| Participation rate | 99.5% | 75.9%+23.6pp | 77.3%+22.2pp | 70.7%+28.8pp |
| Annual return | 29.26% | 17.45%+11.8pp | 54.67%-25.4pp | 116.89%-87.6pp |
| Employer contribution / active EE | $4,655 | $1,979+135.2% | $2,732+70.4% | $2,428+91.7% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |