Filed January 22, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,541 | $59,402+387.4% | $93,654+209.2% | $74,546+288.4% |
| Participation rate | 91.0% | 59.7%+31.3pp | 68.7%+22.3pp | 67.2%+23.8pp |
| Annual return | 8.22% | 81.86%-73.6pp | 133.34%-125.1pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $8,368 | $1,265+561.6% | $2,421+245.6% | $2,624+218.8% |
| Participant deferral / active EE | $14,973 | $3,049+391.1% | $4,413+239.3% | $4,347+244.4% |
| Admin fee / account holder | $5 | $3,023-99.8% | $8,282-99.9% | $1,944-99.7% |