Filed July 31, 2023
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,645 | $110,801-85.9% | $86,615-81.9% | $167,536-90.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $848 | $3,245-73.9% | $2,496-66.0% | $4,839-82.5% |
| Participant deferral / active EE | $14,538 | $4,547+219.8% | $3,699+293.0% | $6,342+129.2% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |