Filed October 26, 2023 (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 9-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 | $192,623 | $101,499+89.8% | $147,005+31.0% | $74,546+158.4% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 38.52% | 8732.34%-8693.8pp | 418.76%-380.2pp | 1366.03%-1327.5pp |
| Employer contribution / active EE | $8,383 | $3,811+120.0% | $4,934+69.9% | $2,624+219.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |