Filed November 20, 2015
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.
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 | $64,708 | $60,795+6.4% | $69,483-6.9% | $65,186-0.7% |
| Participation rate | 99.1% | 74.9%+24.2pp | 74.6%+24.5pp | 70.2%+28.9pp |
| Annual return | 19.79% | 17.46%+2.3pp | 28.99%-9.2pp | 29.39%-9.6pp |
| Employer contribution / active EE | $5,557 | $2,452+126.6% | $2,780+99.9% | $2,177+155.3% |
| Participant deferral / active EE | $5,568 | $3,162+76.1% | $3,537+57.4% | $3,514+58.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |