Filed May 23, 2024 (most recent of 4 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $154,235-100.0% | $130,070-100.0% | $139,500-100.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.53%-32.5pp | -137.40%+137.4pp | 373.99%-374.0pp |
| Employer contribution / active EE | $0 | $5,293-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,991-100.0% | $10,600-100.0% | $11,410-100.0% |