Filed June 1, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,503 | $56,443-22.9% | $83,831-48.1% | $55,727-21.9% |
| Participation rate | 95.6% | 72.0%+23.6pp | 76.1%+19.5pp | 70.9%+24.8pp |
| Annual return | 530.02% | 393.67%+136.4pp | 850.99%-321.0pp | 244.94%+285.1pp |
| Employer contribution / active EE | $411 | $2,682-84.7% | $3,631-88.7% | $2,078-80.2% |
| 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% |