401(k) Valuations

The EBRI/ICI Participant-Directed Retirement Plan Data Collection Project is the largest, most representative repository of information about individual 401(k) plan participant accounts. As of December 31, 2016, the EBRI/ICI database included statistical information about:

• 27.1 million 401(k) plan participants, in
• 110,794 employer-sponsored 401(k) plans, holding
• $2.0 trillion in assets.

In the first column ("Cumulative Change"), a projected cumulative percentage change in account balances since the annual update of the database is presented, based on individual rates of contribution and the investment choices in place at that point in time.

The second column ("Monthly Change") presents the monthly rate of change in average account balances for that same database.