Filed July 27, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,578 | $103,038-37.3% | $90,324-28.5% | $152,909-57.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.19% | 95.25%-60.1pp | 78.15%-43.0pp | 345.46%-310.3pp |
| Employer contribution / active EE | $11,038 | $3,141+251.5% | $2,856+286.5% | $4,764+131.7% |
| Participant deferral / active EE | $7,473 | $4,282+74.5% | $3,885+92.3% | $5,851+27.7% |
| Admin fee / account holder | $227 | $6,177-96.3% | $5,356-95.8% | $11,601-98.0% |