Filed June 29, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 10.4%-10.4pp |
| Annual return | 6.78% | 9.12%-2.3pp | 78.99%-72.2pp | 9.31%-2.5pp |
| Employer contribution / active EE | $8,281 | $6,627+25.0% | $29,717-72.1% | $13,179-37.2% |
| Participant deferral / active EE | $0 | $58-100.0% | $224-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |