Filed January 11, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,350 | $59,448+18.3% | $93,696-24.9% | $74,459-5.5% |
| Participation rate | 87.3% | 59.6%+27.6pp | 68.7%+18.6pp | 67.2%+20.0pp |
| Annual return | -5.97% | 82.11%-88.1pp | 133.74%-139.7pp | 1369.70%-1375.7pp |
| Employer contribution / active EE | $4,157 | $1,266+228.3% | $2,422+71.7% | $2,626+58.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |