Filed November 27, 2018 (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 | $74,616-100.0% | $90,461-100.0% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | -100.00% | 7.61%-107.6pp | 1294.76%-1394.8pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,264-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,964-100.0% | - |
| Admin fee / account holder | $0 | $4,675-100.0% | $5,617-100.0% | - |