Filed July 31, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,493 | $64,919-51.5% | $392,568-92.0% | $65,186-51.7% |
| Participation rate | 99.2% | 72.0%+27.2pp | 78.1%+21.2pp | 70.2%+29.0pp |
| Annual return | 4.56% | 26.09%-21.5pp | 24.42%-19.9pp | 29.39%-24.8pp |
| Employer contribution / active EE | $1,778 | $2,374-25.1% | $3,783-53.0% | $2,177-18.3% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |