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 | $64,133 | $46,339+38.4% | $143,801-55.4% | $64,829-1.1% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.39% | -10.05%-7.3pp | -0.04%-17.4pp | 32.85%-50.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,680-100.0% | $188-100.0% |