Filed June 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $51,494 | $95,438-46.0% | $135,982-62.1% | $74,473-30.9% |
| Participation rate | 91.1% | 78.2%+12.9pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 72.08% | 32.61%+39.5pp | 68.32%+3.8pp | 34.36%+37.7pp |
| Employer contribution / active EE | $1,761 | $3,878-54.6% | $4,859-63.8% | $2,638-33.3% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |