Filed January 4, 2018 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,465 | $48,076+77.8% | $78,690+8.6% | $62,891+35.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 88.51% | 31.35%+57.2pp | 62.18%+26.3pp | 20.14%+68.4pp |
| Employer contribution / active EE | $2,515 | $2,015+24.9% | $2,851-11.8% | $2,281+10.3% |
| Participant deferral / active EE | $2,989 | $2,588+15.5% | $3,517-15.0% | $3,203-6.7% |
| Admin fee / account holder | $78 | $3,207-97.6% | $4,511-98.3% | $4,296-98.2% |