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 | $162,126 | $65,434+147.8% | $98,483+64.6% | $85,847+88.9% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 16.58% | 21.75%-5.2pp | 1494.38%-1477.8pp | 318.61%-302.0pp |
| Employer contribution / active EE | $3,133 | $2,169+44.5% | $2,961+5.8% | $2,565+22.1% |
| Participant deferral / active EE | $4,068 | $3,168+28.4% | $4,276-4.9% | $3,952+2.9% |
| Admin fee / account holder | $223 | $4,595-95.1% | $5,953-96.2% | $6,261-96.4% |