Filed March 13, 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.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | $192,455-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 27.6%-27.6pp | 13.0%-13.0pp |
| Annual return | 12.26% | 12.86%-0.6pp | 50.81%-38.6pp | 13.59%-1.3pp |
| Employer contribution / active EE | $37,545 | $12,480+200.8% | $42,739-12.2% | $14,592+157.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $90-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $2,268-100.0% | $29,657-100.0% |