Filed December 12, 2016
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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 | $89,589 | $83,369+7.5% | $105,223-14.9% | $67,986+31.8% |
| Participation rate | 98.8% | 56.3%+42.6pp | 75.0%+23.8pp | 57.2%+41.6pp |
| Annual return | -29.35% | 24.64%-54.0pp | 180.65%-210.0pp | 31.67%-61.0pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |