Filed October 9, 2019
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.
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 | $28,897 | $86,050-66.4% | $189,758-84.8% | $94,015-69.3% |
| Participation rate | 86.0% | 68.9%+17.1pp | 79.8%+6.2pp | 70.8%+15.1pp |
| Annual return | 9.03% | 17.77%-8.7pp | 52.62%-43.6pp | 17.84%-8.8pp |
| Employer contribution / active EE | $1,656 | $2,819-41.3% | $4,767-65.3% | $2,790-40.6% |
| Participant deferral / active EE | $1,807 | $3,349-46.0% | $5,856-69.1% | $4,249-57.5% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |