Filed November 3, 2021
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,112 | $83,337-68.7% | $67,836-61.5% | $273,973-90.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.14% | 259.45%-251.3pp | 138.49%-130.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,745 | $3,287-46.9% | $2,404-27.4% | $4,869-64.2% |
| Participant deferral / active EE | $885 | $4,088-78.4% | $3,160-72.0% | $5,287-83.3% |
| Admin fee / account holder | $8 | $6,752-99.9% | $4,621-99.8% | $10,133-99.9% |