Filed June 26, 2019 (most recent of 2 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $196,569-100.0% | $110,417-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 52.7%-52.7pp | 31.0%-31.0pp |
| Annual return | -108.35% | 2.50%-110.9pp | 4.76%-113.1pp | 14.18%-122.5pp |
| Employer contribution / active EE | $0 | $28,129-100.0% | $19,766-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $392-100.0% | $761-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $17,688-100.0% |