Filed August 26, 2022 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,349 | $102,638-77.3% | $81,991-71.5% | $158,966-85.3% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 8.43% | 61.05%-52.6pp | 41.31%-32.9pp | 302.95%-294.5pp |
| Employer contribution / active EE | $865 | $3,241-73.3% | $2,498-65.4% | $4,762-81.8% |
| Participant deferral / active EE | $927 | $4,649-80.1% | $3,722-75.1% | $5,983-84.5% |
| Admin fee / account holder | $40 | $8,237-99.5% | $5,665-99.3% | $11,250-99.6% |