Filed May 28, 2021 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,624-100.0% | $227,286-100.0% | $88,624-100.0% |
| Participation rate | 0.0% | 75.4%-75.4pp | 63.3%-63.3pp | 75.4%-75.4pp |
| Annual return | -100.00% | 20.98%-121.0pp | -20.98%-79.0pp | 20.98%-121.0pp |
| Employer contribution / active EE | $0 | $10,539-100.0% | $5,150-100.0% | $10,539-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $250-100.0% | $4,086-100.0% |
| Admin fee / account holder | $0 | $970-100.0% | - | $970-100.0% |