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 | $173,671 | $84,499+105.5% | $125,391+38.5% | $66,949+159.4% |
| Participation rate | 99.6% | 76.4%+23.2pp | 82.4%+17.2pp | 69.8%+29.8pp |
| Annual return | -15.50% | -8.49%-7.0pp | 572.41%-587.9pp | 1.57%-17.1pp |
| Employer contribution / active EE | $15,442 | $3,554+334.5% | $4,816+220.7% | $2,545+506.7% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |