Filed February 5, 2018
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,664 | $45,031+85.8% | $85,009-1.6% | $77,671+7.7% |
| Participation rate | 98.6% | 48.7%+49.9pp | 67.5%+31.1pp | 70.6%+28.0pp |
| Annual return | 2.16% | 79.22%-77.1pp | 66.47%-64.3pp | 31.21%-29.0pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |