Filed August 20, 2020 (most recent of 2 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 9-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 | $42,811 | $105,179-59.3% | $64,099-33.2% | $80,149-46.6% |
| Participation rate | 97.3% | 73.5%+23.8pp | 72.3%+25.0pp | 72.9%+24.4pp |
| Annual return | 16.01% | 20.34%-4.3pp | 33.70%-17.7pp | 40.39%-24.4pp |
| Employer contribution / active EE | $2,458 | $3,311-25.7% | $2,748-10.5% | $2,977-17.4% |
| Participant deferral / active EE | $3,484 | $4,020-13.3% | $3,881-10.2% | $5,015-30.5% |
| Admin fee / account holder | $111 | $113-1.7% | $3,070-96.4% | $145-23.2% |