Filed January 23, 2021
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,114 | $63,114-60.2% | $92,915-73.0% | $65,186-61.5% |
| Participation rate | 99.5% | 68.8%+30.7pp | 76.0%+23.5pp | 70.2%+29.3pp |
| Annual return | -14.66% | 28.75%-43.4pp | 109.45%-124.1pp | 29.39%-44.0pp |
| Employer contribution / active EE | $1,321 | $2,571-48.6% | $3,653-63.8% | $2,177-39.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.9% | $5,796-100.0% | $847-99.9% |