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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,671 | $53,412-35.1% | $68,509-49.4% | $52,331-33.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -2.52% | 3.42%-5.9pp | 8.27%-10.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,027 | $1,607-36.1% | $2,278-54.9% | $1,882-45.4% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $7 | $461-98.4% | $5,275-99.9% | $592-98.8% |