Filed August 2, 2019
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 | $238,436 | $105,210+126.6% | $159,487+49.5% | $85,851+177.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.67% | 45.08%-20.4pp | 263.71%-239.0pp | 318.63%-294.0pp |
| Employer contribution / active EE | $14,349 | $3,319+332.3% | $4,831+197.0% | $2,565+459.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |