Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -6.28% | -21.89%+15.6pp | 179.55%-185.8pp | -14.65%+8.4pp |
| Employer contribution / active EE | $62,500 | $32,024+95.2% | $24,917+150.8% | $46,321+34.9% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |