Filed July 28, 2018
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,118-100.0% | $76,767-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.0%-77.0pp | 70.9%-70.9pp |
| Annual return | 2.40% | -1.27%+3.7pp | 2.43%0pp | 244.93%-242.5pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |