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 | $41,917 | $155,795-73.1% | $136,298-69.2% | $69,631-39.8% |
| Participation rate | 94.0% | 75.2%+18.7pp | 81.9%+12.0pp | 70.7%+23.3pp |
| Annual return | 38.96% | 232464.33%-232425.4pp | 5156.27%-5117.3pp | 27571.02%-27532.1pp |
| Employer contribution / active EE | $1,910 | $2,991-36.1% | $4,696-59.3% | $2,032-6.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |