Filed June 22, 2022 (most recent of 3 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,151 | $68,408+17.2% | $57,196+40.1% | $57,658+39.0% |
| Participation rate | 96.4% | 79.1%+17.3pp | 75.3%+21.1pp | 70.2%+26.2pp |
| Annual return | 6.57% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $4,719 | $2,869+64.5% | $2,683+75.9% | $1,974+139.1% |
| Participant deferral / active EE | $4,540 | $2,903+56.4% | $3,096+46.6% | $3,061+48.3% |
| Admin fee / account holder | $43 | $70-37.8% | $3,141-98.6% | $95-54.1% |