Filed August 31, 2020
Total covered: 6 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,038 | $44,984+302.4% | $85,009+113.0% | $74,546+142.9% |
| Participation rate | 93.3% | 49.4%+43.9pp | 67.5%+25.7pp | 67.2%+26.0pp |
| Annual return | 1.93% | 26.25%-24.3pp | 66.47%-64.5pp | 1366.03%-1364.1pp |
| Employer contribution / active EE | $17,035 | $1,458+1068.4% | $2,728+524.4% | $2,624+549.1% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,208-100.0% | $6,153-100.0% | $1,944-100.0% |