Filed October 19, 2017 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,192 | $66,621+502.2% | $86,645+363.0% | $86,828+362.1% |
| Participation rate | 99.8% | 72.3%+27.4pp | 71.7%+28.1pp | 72.3%+27.5pp |
| Annual return | -11.54% | 19.53%-31.1pp | 63.52%-75.1pp | 97.95%-109.5pp |
| Employer contribution / active EE | $6,128 | $2,007+205.3% | $2,496+145.5% | $2,406+154.7% |
| Participant deferral / active EE | $0 | $3,242-100.0% | $3,700-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,830-100.0% | $170-100.0% |