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 | $38,458 | $66,621-42.3% | $86,645-55.6% | $86,828-55.7% |
| Participation rate | 99.8% | 72.3%+27.5pp | 71.7%+28.2pp | 72.3%+27.5pp |
| Annual return | 8.41% | 19.53%-11.1pp | 63.52%-55.1pp | 97.95%-89.5pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,496-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $3,242-100.0% | $3,700-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,830-100.0% | $170-100.0% |