Filed May 20, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,961 | $104,336+108.9% | $159,474+36.7% | $86,821+151.0% |
| Participation rate | 89.6% | 77.7%+11.9pp | 82.8%+6.7pp | 72.3%+17.3pp |
| Annual return | 18.90% | 26.32%-7.4pp | 263.68%-244.8pp | 97.94%-79.0pp |
| Employer contribution / active EE | $12,471 | $3,451+261.4% | $4,831+158.2% | $2,406+418.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $64 | $172-62.8% | $10,802-99.4% | $170-62.2% |