Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 employees
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 10.20% | 9.71%+0.5pp | 4.92%+5.3pp | 13.24%-3.0pp |
| Employer contribution / active EE | $0 | $11,854-100.0% | $39,114-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |