Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,720 | $94,529-64.3% | $140,019-75.9% | $64,173-47.5% |
| Participation rate | 89.5% | 84.1%+5.4pp | 87.5%+2.0pp | 69.6%+20.0pp |
| Annual return | 11.28% | 7.77%+3.5pp | 651.17%-639.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,616 | $3,812-31.4% | $5,605-53.3% | $2,381+9.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |