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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $5,688 | $59,220-90.4% | $96,572-94.1% | $79,389-92.8% |
| Participation rate | 94.0% | 61.9%+32.0pp | 69.8%+24.1pp | 70.7%+23.2pp |
| Annual return | 98.19% | 27.08%+71.1pp | 37.79%+60.4pp | 116.89%-18.7pp |
| Employer contribution / active EE | $116 | $1,216-90.4% | $2,357-95.1% | $2,428-95.2% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-99.9% | $6,183-100.0% | $626-99.9% |