Filed May 12, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,824 | $80,731-42.0% | $103,374-54.7% | $74,546-37.2% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 11.59% | 27.56%-16.0pp | 24.89%-13.3pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $5,765 | $3,158+82.6% | $3,869+49.0% | $2,624+119.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |