Filed February 19, 2019 (most recent of 3 filings on file)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,251 | $82,972-41.8% | $103,374-53.3% | $77,671-37.9% |
| Participation rate | 85.6% | 71.5%+14.0pp | 74.5%+11.0pp | 70.6%+15.0pp |
| Annual return | 26.75% | 19.14%+7.6pp | 24.89%+1.9pp | 31.21%-4.5pp |
| Employer contribution / active EE | $1,983 | $3,554-44.2% | $3,869-48.8% | $2,726-27.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |