Filed June 1, 2021
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 | $195,699 | $145,174+34.8% | $182,262+7.4% | $69,255+182.6% |
| Participation rate | 96.5% | 77.3%+19.3pp | 84.2%+12.3pp | 69.0%+27.5pp |
| Annual return | 16.71% | 24.21%-7.5pp | 140.60%-123.9pp | 26.73%-10.0pp |
| Employer contribution / active EE | $16,423 | $4,864+237.6% | $5,046+225.5% | $2,645+520.9% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $16,712-100.0% | $733-100.0% |