Filed February 20, 2020 (most recent of 2 filings on file)
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $326,582-100.0% | $319,634-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.1%-43.1pp |
| Annual return | 37.23% | 204.13%-166.9pp | 175.18%-138.0pp | 259.19%-222.0pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |