Filed October 5, 2022
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 | $179,413 | $213,957-16.1% | $149,745+19.8% | - |
| Participation rate | 99.6% | 79.5%+20.1pp | 82.5%+17.1pp | - |
| Annual return | 14.13% | 9.83%+4.3pp | 276.72%-262.6pp | - |
| Employer contribution / active EE | $10,014 | $3,868+158.9% | $4,646+115.6% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $2 | $24,510-100.0% | $9,312-100.0% | - |