Filed February 15, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $139,361 | $49,693+180.4% | $70,548+97.5% | $74,440+87.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.3%+31.7pp | 70.7%+29.3pp |
| Annual return | -5.47% | 21.22%-26.7pp | 32.78%-38.3pp | 34.37%-39.8pp |
| Employer contribution / active EE | $8,857 | $1,773+399.5% | $2,975+197.7% | $2,638+235.8% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,424-100.0% | $348-100.0% |