Filed January 27, 2020 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,793 | $136,853-16.1% | $130,298-11.9% | $80,187+43.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 76.3%+23.7pp | 72.9%+27.1pp |
| Annual return | -5.51% | 22.66%-28.2pp | 38.90%-44.4pp | 40.40%-45.9pp |
| Employer contribution / active EE | $0 | $3,395-100.0% | $4,128-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,790-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,025-100.0% | $145-100.0% |