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 | $43,017 | $66,486-35.3% | $81,370-47.1% | $77,762-44.7% |
| Participation rate | 99.8% | 68.7%+31.1pp | 69.5%+30.2pp | 70.6%+29.2pp |
| Annual return | 8.55% | 15.95%-7.4pp | 24.85%-16.3pp | 31.27%-22.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $4 | $586-99.3% | $5,749-99.9% | $433-99.1% |