Filed September 29, 2020 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,950 | $58,758-30.3% | $69,779-41.3% | $63,975-36.0% |
| Participation rate | 99.9% | 77.5%+22.4pp | 71.8%+28.1pp | 71.1%+28.8pp |
| Annual return | 10.51% | 18.05%-7.5pp | 12.99%-2.5pp | 48.65%-38.1pp |
| Employer contribution / active EE | $0 | $1,973-100.0% | $2,338-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,381-100.0% | $70-100.0% |