Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
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 | $77,017 | $56,551+36.2% | $185,854-58.6% | $86,828-11.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 7.59% | 118.23%-110.6pp | 122.12%-114.5pp | 97.95%-90.4pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,246-100.0% | $170-100.0% |