Filed February 22, 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,748 | $59,402-75.2% | $93,654-84.3% | $74,546-80.2% |
| Participation rate | 99.3% | 59.7%+39.6pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | -9.84% | 81.86%-91.7pp | 133.34%-143.2pp | 1366.03%-1375.9pp |
| Employer contribution / active EE | $181 | $1,265-85.7% | $2,421-92.5% | $2,624-93.1% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $3,023-99.9% | $8,282-99.9% | $1,944-99.8% |