Filed March 31, 2020
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 | $74,719 | $55,449+34.8% | $83,830-10.9% | $56,287+32.7% |
| Participation rate | 98.6% | 68.0%+30.6pp | 76.1%+22.5pp | 69.9%+28.8pp |
| Annual return | 19.79% | -1.38%+21.2pp | 850.97%-831.2pp | -9.96%+29.7pp |
| Employer contribution / active EE | $4,223 | $2,430+73.7% | $3,631+16.3% | $2,111+100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |