Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 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 | $31,187 | $55,790-44.1% | $76,667-59.3% | $67,584-53.9% |
| Participation rate | 99.8% | 71.1%+28.8pp | 72.1%+27.7pp | 71.3%+28.6pp |
| Annual return | 11.87% | 64.45%-52.6pp | 1166.74%-1154.9pp | 378.59%-366.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,303-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,423-100.0% | $142-100.0% |