Filed August 23, 2022
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,043 | $65,322+17.9% | $70,462+9.3% | $73,493+4.8% |
| Participation rate | 94.3% | 77.0%+17.4pp | 75.1%+19.3pp | 70.7%+23.6pp |
| Annual return | 14.34% | 15.71%-1.4pp | 109.08%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,470 | $2,460-40.2% | $2,737-46.3% | $2,270-35.3% |
| Participant deferral / active EE | $2,294 | $3,375-32.0% | $3,710-38.2% | $3,740-38.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |