Filed January 13, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,323 | $125,797-58.4% | $170,057-69.2% | $75,177-30.4% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 43.20% | 27.20%+16.0pp | 53.42%-10.2pp | 160.75%-117.6pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $98 | $8,177-98.8% | $12,826-99.2% | $5,651-98.3% |