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.
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 | $168,239 | $63,114+166.6% | $92,916+81.1% | $65,188+158.1% |
| Participation rate | 98.0% | 68.8%+29.2pp | 76.0%+22.0pp | 70.2%+27.8pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.45%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $28,052 | $2,571+991.3% | $3,654+667.8% | $2,177+1188.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |