Filed January 20, 2022
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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 | $0 | $290,899-100.0% | $260,109-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 43.2%-43.2pp | 45.9%-45.9pp |
| Annual return | 14.41% | 7.75%+6.7pp | 8.93%+5.5pp | 10.21%+4.2pp |
| Employer contribution / active EE | $0 | $50,686-100.0% | $43,470-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,279-100.0% | $1,225-100.0% | $13,518-100.0% |