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.
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 | $48,274-100.0% | $63,244-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 71.0%-71.0pp | 68.7%-68.7pp |
| Annual return | 12.03% | -240.79%+252.8pp | -70.31%+82.3pp | 2041.47%-2029.4pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |