Filed July 16, 2024 (most recent of 3 filings on file)
Annual investment return 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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $733,756-100.0% | $733,756-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.1%-3.1pp | 43.1%-43.1pp |
| Annual return | -93.25% | -3.91%-89.3pp | 8.35%-101.6pp | 259.19%-352.4pp |
| Employer contribution / active EE | $0 | $32,936-100.0% | $27,010-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $165-100.0% | $180-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,421-100.0% | $19,421-100.0% | $21,502-100.0% |