Filed February 8, 2024
Sign up free to preview peer percentile detail
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 | $9,861 | $27,826-64.6% | $65,566-85.0% | $71,511-86.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 64.9%+35.1pp | 67.9%+32.1pp |
| Annual return | 0.00% | 41.56%-41.6pp | 47.40%-47.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $5,419 | $1,405+285.7% | $1,692+220.3% | $2,589+109.3% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $3,850-100.0% | $4,114-100.0% | $1,588-100.0% |