Filed February 5, 2018 (most recent of 3 filings on file)
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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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,577-100.0% | $76,667-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.5%-82.5pp |
| Annual return | -8.15% | 1014.36%-1022.5pp | 1166.74%-1174.9pp | 345.48%-353.6pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |