Filed March 16, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,845 | $88,203+5.3% | $165,100-43.8% | $74,478+24.7% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 15.52% | 17.13%-1.6pp | 70.21%-54.7pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $2,523 | $2,601-3.0% | $4,348-42.0% | $2,626-3.9% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |