Filed November 6, 2024 (most recent of 4 filings on file)
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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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,045-100.0% | $146,045-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 12.5%-12.5pp | 43.1%-43.1pp |
| Annual return | -79.50% | 9.77%-89.3pp | 9.81%-89.3pp | 259.19%-338.7pp |
| Employer contribution / active EE | $0 | $42,563-100.0% | $39,797-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $139-100.0% | $130-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |