Filed March 20, 2016
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 | $154,198 | $82,979+85.8% | $102,412+50.6% | $77,736+98.4% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | 87.84% | 19.11%+68.7pp | 24.94%+62.9pp | 31.26%+56.6pp |
| Employer contribution / active EE | $9,923 | $3,554+179.2% | $3,870+156.4% | $2,728+263.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |