Filed January 6, 2023
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,768 | $157,296-69.6% | $141,191-66.2% | $152,897-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.41% | 64.34%-35.9pp | 71.41%-43.0pp | 345.43%-317.0pp |
| Employer contribution / active EE | $1,820 | $5,262-65.4% | $4,736-61.6% | $4,764-61.8% |
| Participant deferral / active EE | $9,799 | $7,111+37.8% | $6,710+46.0% | $5,851+67.5% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |