Filed February 15, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,851 | $60,795-42.7% | $69,461-49.8% | $65,185-46.5% |
| Participation rate | 97.5% | 74.9%+22.6pp | 74.6%+22.9pp | 70.2%+27.3pp |
| Annual return | 18.73% | 17.46%+1.3pp | 28.97%-10.2pp | 29.38%-10.7pp |
| Employer contribution / active EE | $2,798 | $2,452+14.1% | $2,779+0.7% | $2,177+28.6% |
| Participant deferral / active EE | $3,254 | $3,162+2.9% | $3,536-8.0% | $3,514-7.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |