Filed November 14, 2017
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,167 | $50,902-54.5% | $155,534-85.1% | $77,736-70.2% |
| Participation rate | 76.8% | 63.1%+13.7pp | 78.2%-1.4pp | 70.6%+6.3pp |
| Annual return | 12.16% | 34.85%-22.7pp | 64.92%-52.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,387 | $1,991-30.3% | $4,675-70.3% | $2,728-49.1% |
| Participant deferral / active EE | $4,145 | $2,824+46.8% | $5,630-26.4% | $4,651-10.9% |
| Admin fee / account holder | $94 | $437-78.4% | $15,900-99.4% | $433-78.3% |