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 | $90,988 | $66,650+36.5% | $92,916-2.1% | $67,584+34.6% |
| Participation rate | 99.5% | 72.5%+27.0pp | 76.0%+23.5pp | 71.3%+28.2pp |
| Annual return | 131.21% | 92.64%+38.6pp | 109.45%+21.8pp | 378.59%-247.4pp |
| Employer contribution / active EE | $439 | $2,777-84.2% | $3,654-88.0% | $2,148-79.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |