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 | $35,431 | $76,696-53.8% | $96,515-63.3% | $71,511-50.5% |
| Participation rate | 96.6% | 66.6%+30.1pp | 74.3%+22.3pp | 67.9%+28.7pp |
| Annual return | 2.62% | 48.32%-45.7pp | 35.73%-33.1pp | 28.86%-26.2pp |
| Employer contribution / active EE | $2,035 | $3,032-32.9% | $3,740-45.6% | $2,589-21.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |