Filed March 21, 2023
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,761 | $72,994-67.4% | $120,368-80.3% | $77,671-69.4% |
| Participation rate | 97.5% | 55.2%+42.2pp | 71.9%+25.6pp | 70.6%+26.9pp |
| Annual return | 16.50% | 18.23%-1.7pp | 107.26%-90.8pp | 31.21%-14.7pp |
| Employer contribution / active EE | $3,384 | $1,793+88.7% | $3,465-2.3% | $2,726+24.1% |
| Participant deferral / active EE | $2,832 | $3,011-5.9% | $4,991-43.3% | $4,648-39.1% |
| Admin fee / account holder | $8 | $658-98.7% | $9,429-99.9% | $430-98.1% |