Filed February 7, 2020
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,357 | $99,647+177.3% | $86,439+219.7% | $134,509+105.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.64% | 6784.13%-6797.8pp | 4395.55%-4409.2pp | 418.13%-431.8pp |
| Employer contribution / active EE | $18,734 | $4,401+325.7% | $3,769+397.1% | $4,741+295.2% |
| Participant deferral / active EE | $17,775 | $7,246+145.3% | $6,952+155.7% | $6,400+177.7% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |