Filed July 5, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,057 | $190,916-90.5% | $160,037-88.7% | $134,545-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.08% | 552.79%-559.9pp | 408.95%-416.0pp | 418.37%-425.5pp |
| Employer contribution / active EE | $3,908 | $4,996-21.8% | $4,226-7.5% | $4,742-17.6% |
| Participant deferral / active EE | $3,163 | $6,925-54.3% | $6,184-48.8% | $6,401-50.6% |
| Admin fee / account holder | $28 | $10,497-99.7% | $8,716-99.7% | $11,431-99.8% |