Filed June 24, 2016
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 | $129,736 | $104,098+24.6% | $140,514-7.7% | $94,015+38.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 4.97% | 15.14%-10.2pp | 14.36%-9.4pp | 17.84%-12.9pp |
| Employer contribution / active EE | $3,411 | $2,388+42.8% | $3,378+1.0% | $2,790+22.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $10,439-100.0% | $13,697-100.0% | $8,951-100.0% |