Sign up free to preview peer percentile detail
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,373-100.0% | $306,246-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | - |
| Annual return | 0.00% | 93.58%-93.6pp | 35.15%-35.2pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $46,389-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $72-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $4,448-100.0% | - |