Filed August 6, 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,960 | $45,050+19.8% | $63,018-14.4% | $70,126-23.1% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.5pp |
| Annual return | 16.73% | 18.76%-2.0pp | 87.62%-70.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,372 | $2,052+113.1% | $2,761+58.4% | $2,343+86.6% |
| Participant deferral / active EE | $3,123 | $2,466+26.7% | $3,330-6.2% | $3,332-6.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |