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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,639 | $65,960-47.5% | $81,882-57.7% | $77,762-55.5% |
| Participation rate | 79.5% | 65.8%+13.7pp | 72.4%+7.1pp | 70.6%+8.9pp |
| Annual return | 23.94% | 26.64%-2.7pp | 779.47%-755.5pp | 31.27%-7.3pp |
| Employer contribution / active EE | $1,937 | $2,375-18.4% | $2,916-33.6% | $2,728-29.0% |
| Participant deferral / active EE | $3,852 | $3,505+9.9% | $4,323-10.9% | $4,651-17.2% |
| Admin fee / account holder | $3 | $526-99.4% | $7,360-100.0% | $433-99.2% |