Filed April 18, 2018
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 | $88,832 | $73,404+21.0% | $87,104+2.0% | $67,579+31.4% |
| Participation rate | 99.5% | 80.9%+18.7pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 19.19% | 48.29%-29.1pp | 28.19%-9.0pp | 378.56%-359.4pp |
| Employer contribution / active EE | $3,449 | $2,014+71.3% | $2,521+36.8% | $2,148+60.6% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |