Filed May 11, 2022 (most recent of 4 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 | $92,963 | $217,430-57.2% | $185,854-50.0% | $167,560-44.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.32% | 148.44%-132.1pp | 122.12%-105.8pp | 478.94%-462.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $26,513 | $6,357+317.1% | $5,569+376.1% | $6,343+318.0% |
| Admin fee / account holder | $0 | $19,821-100.0% | $16,246-100.0% | $12,317-100.0% |