Filed January 19, 2017
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 | $67,471 | $84,948-20.6% | $70,476-4.3% | $73,412-8.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 10.98% | 13.39%-2.4pp | 109.12%-98.1pp | 59.30%-48.3pp |
| Employer contribution / active EE | $3,529 | $2,834+24.5% | $2,738+28.9% | $2,234+58.0% |
| Participant deferral / active EE | $2,541 | $3,387-25.0% | $3,710-31.5% | $3,806-33.2% |
| Admin fee / account holder | $1 | $98-98.7% | $3,847-100.0% | $158-99.2% |