Filed May 10, 2022
Sign up free to preview peer percentile detail
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 | $63,495 | $53,344+19.0% | $121,204-47.6% | $74,460-14.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 18.14% | 35.15%-17.0pp | 987.18%-969.0pp | 34.38%-16.2pp |
| Employer contribution / active EE | $8,114 | $1,898+327.6% | $4,170+94.6% | $2,638+207.6% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,083-100.0% | $4,530-100.0% |
| Admin fee / account holder | $47 | $382-87.6% | $5,651-99.2% | $348-86.4% |