Filed March 29, 2017
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,258 | $101,672-36.8% | $147,117-56.3% | $74,478-13.7% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 12.51% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,988 | $3,813-21.6% | $4,932-39.4% | $2,626+13.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $15 | $1,753-99.1% | $12,993-99.9% | $1,946-99.2% |