Filed February 5, 2018 (most recent of 3 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 | $16,410 | $91,911-82.1% | $68,612-76.1% | $135,381-87.9% |
| Participation rate | 0.0% | 76.7%-76.7pp | 72.2%-72.2pp | 82.6%-82.6pp |
| Annual return | -1.19% | -8.22%+7.0pp | -4.63%+3.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17 | $9,240-99.8% | $5,131-99.7% | $10,828-99.8% |