Filed October 20, 2023 (most recent of 2 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 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 | $151,408 | $69,774+117.0% | $67,561+124.1% | $74,429+103.4% |
| Participation rate | 97.4% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.1pp |
| Annual return | 18.39% | -40.53%+58.9pp | 3525.44%-3507.1pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $5,654 | $2,710+108.6% | $2,735+106.7% | $2,625+115.4% |
| Participant deferral / active EE | $5,694 | $3,636+56.6% | $4,003+42.3% | $4,348+31.0% |
| Admin fee / account holder | $214 | $890-76.0% | $4,006-94.7% | $1,944-89.0% |