Filed November 3, 2021
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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 | $36,636 | $96,524-62.0% | $75,906-51.7% | $152,914-76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 25.39% | 33.93%-8.5pp | 30.73%-5.3pp | 345.48%-320.1pp |
| Employer contribution / active EE | $1,397 | $3,311-57.8% | $2,501-44.1% | $4,764-70.7% |
| Participant deferral / active EE | $1,776 | $4,554-61.0% | $3,604-50.7% | $5,852-69.6% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |