Filed May 8, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,381 | $102,828-79.2% | $105,387-79.7% | $152,909-86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $15,252 | $4,473+241.0% | $4,213+262.0% | $4,764+220.2% |
| Participant deferral / active EE | $4,639 | $5,465-15.1% | $5,502-15.7% | $5,851-20.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |