Filed May 10, 2018 (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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,423 | $101,283-82.8% | $75,826-77.0% | $135,382-87.1% |
| Participation rate | 83.3% | 72.7%+10.6pp | 68.2%+15.1pp | 82.6%+0.7pp |
| Annual return | 6.52% | 3384.62%-3378.1pp | 1914.15%-1907.6pp | 519.77%-513.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $177 | $6,539-97.3% | $4,726-96.3% | $10,829-98.4% |