Filed July 20, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,706 | $104,336-84.9% | $159,474-90.2% | $86,821-81.9% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.8%+15.3pp | 72.3%+25.8pp |
| Annual return | 12.68% | 26.32%-13.6pp | 263.68%-251.0pp | 97.94%-85.3pp |
| Employer contribution / active EE | $1,574 | $3,451-54.4% | $4,831-67.4% | $2,406-34.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $6 | $172-96.7% | $10,802-99.9% | $170-96.6% |