Filed February 11, 2019 (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 | $172,237 | $149,040+15.6% | $120,225+43.3% | $137,256+25.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.90% | 605.68%-589.8pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,629 | $4,350-62.6% | $3,475-53.1% | $4,156-60.8% |
| Participant deferral / active EE | $4,182 | $4,655-10.2% | $3,999+4.6% | $6,407-34.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |