Filed July 28, 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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,772 | $81,696+96.8% | $70,492+128.1% | $158,988+1.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.66% | 208.70%-190.0pp | 109.16%-90.5pp | 303.00%-284.3pp |
| Employer contribution / active EE | $5,136 | $3,220+59.5% | $2,738+87.5% | $4,763+7.8% |
| Participant deferral / active EE | $6,700 | $4,558+47.0% | $3,711+80.6% | $5,983+12.0% |
| Admin fee / account holder | $153 | $6,201-97.5% | $3,848-96.0% | $11,252-98.6% |