Filed October 27, 2023
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 | $41,089 | $45,050-8.8% | $63,018-34.8% | $70,126-41.4% |
| Participation rate | 88.8% | 69.5%+19.3pp | 74.8%+14.0pp | 69.5%+19.2pp |
| Annual return | 13.62% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,205 | $2,466-10.6% | $3,330-33.8% | $3,332-33.8% |
| Admin fee / account holder | $4 | $2,834-99.9% | $3,601-99.9% | $4,645-99.9% |