Filed February 6, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,464 | $53,259-52.2% | $100,712-74.7% | $100,573-74.7% |
| Participation rate | 98.6% | 66.2%+32.4pp | 69.3%+29.3pp | 70.9%+27.7pp |
| Annual return | -26.76% | 9.92%-36.7pp | 33.27%-60.0pp | 18.89%-45.6pp |
| Employer contribution / active EE | $11,501 | $1,492+671.0% | $2,313+397.3% | $3,763+205.6% |
| Participant deferral / active EE | $0 | $1,977-100.0% | $4,085-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $528-100.0% | $9,256-100.0% | $454-100.0% |