Filed March 6, 2023 (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 | $194,604 | $175,231+11.1% | $149,696+30.0% | $139,466+39.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 11.71% | 166.77%-155.1pp | 134.46%-122.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $3,669 | $5,478-33.0% | $4,821-23.9% | $4,754-22.8% |
| Participant deferral / active EE | $8,321 | $6,521+27.6% | $5,682+46.4% | $6,712+24.0% |
| Admin fee / account holder | $249 | $16,155-98.5% | $13,212-98.1% | $11,409-97.8% |