Filed February 24, 2016
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,181 | $197,637-82.2% | $177,848-80.2% | $158,982-77.9% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 16.07% | 58.77%-42.7pp | 48.33%-32.3pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,530 | $8,405-81.8% | $7,714-80.2% | $5,983-74.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |