Filed January 5, 2018
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,194-100.0% | $10,105-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 11.1%-11.1pp | 48.7%-48.7pp |
| Annual return | 0.00% | -8.45%+8.4pp | 16.23%-16.2pp | -2.16%+2.2pp |
| Employer contribution / active EE | $14,346 | $21,995-34.8% | $17,605-18.5% | $42,949-66.6% |
| Participant deferral / active EE | $1,500 | $169+787.1% | $237+532.5% | $153+878.1% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | $12,572-100.0% |