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 | $34,310 | $61,473-44.2% | $81,726-58.0% | $73,415-53.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 9.82% | 28.26%-18.4pp | 29.49%-19.7pp | 59.30%-49.5pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,311-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,108-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $5,160-100.0% | $158-100.0% |