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 | $40,152 | $69,823-42.5% | $76,891-47.8% | $74,478-46.1% |
| Participation rate | 99.6% | 70.0%+29.5pp | 69.6%+29.9pp | 70.7%+28.8pp |
| Annual return | 10.49% | 19.99%-9.5pp | 37.91%-27.4pp | 34.37%-23.9pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,534-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,530-100.0% |
| Admin fee / account holder | $5 | $398-98.6% | $5,488-99.9% | $347-98.4% |