Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
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 | $27,982 | $48,261-42.0% | $68,612-59.2% | $55,727-49.8% |
| Participation rate | 99.7% | 71.0%+28.7pp | 72.2%+27.5pp | 70.9%+28.9pp |
| Annual return | -1.33% | -2.61%+1.3pp | -4.63%+3.3pp | 244.94%-246.3pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |