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 | $20,970 | $56,443-62.8% | $83,831-75.0% | $55,725-62.4% |
| Participation rate | 97.6% | 72.0%+25.6pp | 76.1%+21.4pp | 70.9%+26.7pp |
| Annual return | 3.24% | 393.67%-390.4pp | 850.99%-847.7pp | 244.93%-241.7pp |
| Employer contribution / active EE | $690 | $2,682-74.3% | $3,631-81.0% | $2,078-66.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |