Filed July 28, 2018
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,685 | $185,342-98.6% | $111,303-97.6% | $86,813-96.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 216.46% | 500.80%-284.3pp | 54.66%+161.8pp | 97.93%+118.5pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |