Filed January 17, 2017 (most recent of 3 filings on file)
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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 | $32,761 | $173,397-81.1% | $135,987-75.9% | $145,877-77.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 23.68% | 1166.18%-1142.5pp | 580.01%-556.3pp | 551.28%-527.6pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |