Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
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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 | $43,017 | $66,501-35.3% | $81,482-47.2% | $77,692-44.6% |
| Participation rate | 99.8% | 68.7%+31.0pp | 69.5%+30.3pp | 70.6%+29.2pp |
| Annual return | 8.55% | 15.93%-7.4pp | 24.79%-16.2pp | 31.25%-22.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,678-100.0% | $3,885-100.0% | $4,648-100.0% |
| Admin fee / account holder | $4 | $583-99.3% | $5,761-99.9% | $431-99.0% |