Filed June 1, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,426 | $57,108+23.3% | $94,229-25.3% | $52,331+34.6% |
| Participation rate | 88.1% | 72.9%+15.2pp | 78.8%+9.3pp | 68.1%+20.0pp |
| Annual return | -0.42% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $9,689 | $1,735+458.4% | $3,587+170.1% | $1,882+414.9% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |