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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,783 | $42,909+30.0% | $60,906-8.4% | $68,486-18.5% |
| Participation rate | 92.4% | 66.8%+25.7pp | 73.1%+19.3pp | 67.9%+24.5pp |
| Annual return | -13.03% | -13.99%+1.0pp | 16.94%-30.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $5,266 | $1,979+166.2% | $2,703+94.8% | $2,597+102.8% |
| Participant deferral / active EE | $3,762 | $2,866+31.2% | $3,814-1.4% | $4,028-6.6% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |