Filed December 21, 2023 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,119-100.0% | $90,430-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 16.81% | 71.94%-55.1pp | 1293.73%-1276.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $5,701 | $2,068+175.7% | $3,262+74.8% | $2,471+130.7% |
| Participant deferral / active EE | $5,482 | $2,938+86.6% | $3,963+38.4% | $3,740+46.6% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |