Filed April 27, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $618,728-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 37.8%-37.8pp | 11.2%-11.2pp |
| Annual return | 6.33% | 9.01%-2.7pp | 2.61%+3.7pp | 9.01%-2.7pp |
| Employer contribution / active EE | $4,879 | $12,866-62.1% | $36,531-86.6% | $12,866-62.1% |
| Participant deferral / active EE | $0 | $260-100.0% | $87-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $69,555-100.0% | $4,785-100.0% |