Filed October 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,346 | $98,766-10.6% | $149,730-41.0% | $79,852+10.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -4.46% | 27.43%-31.9pp | 276.70%-281.2pp | 31.72%-36.2pp |
| Employer contribution / active EE | $2,401 | $3,217-25.4% | $4,645-48.3% | $2,471-2.9% |
| Participant deferral / active EE | $1,109 | $5,681-80.5% | $6,843-83.8% | $3,740-70.3% |
| Admin fee / account holder | $74 | $6,052-98.8% | $9,310-99.2% | $5,306-98.6% |