Filed November 27, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,919 | $46,722+28.2% | $130,660-54.1% | $65,186-8.1% |
| Participation rate | 82.2% | 60.9%+21.2pp | 71.7%+10.4pp | 70.2%+12.0pp |
| Annual return | 5.07% | 24.17%-19.1pp | 1709.29%-1704.2pp | 29.39%-24.3pp |
| Employer contribution / active EE | $1,826 | $1,488+22.8% | $4,092-55.4% | $2,177-16.1% |
| Participant deferral / active EE | $2,957 | $2,545+16.2% | $3,603-17.9% | $3,514-15.8% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |