Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 employees
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 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -16.97% | 23.41%-40.4pp | 111.29%-128.3pp | 23.41%-40.4pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $46,003-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |