Filed June 28, 2019
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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 | $937,755-100.0% | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 21.50% | 72.14%-50.6pp | 9.17%+12.3pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $40,523-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $42-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $17,411-100.0% | - |