Filed January 2, 2018
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $191,373-100.0% | $191,373-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 5.3%-5.3pp | 55.8%-55.8pp |
| Annual return | 12.33% | 5.45%+6.9pp | 8.46%+3.9pp | 24.44%-12.1pp |
| Employer contribution / active EE | $0 | $44,942-100.0% | $25,175-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $181-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $730-100.0% | $730-100.0% | $22,013-100.0% |