Filed September 13, 2017
Total covered: 78 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.
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 | $10,194-100.0% | $10,105-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 11.1%-11.1pp | 48.7%-48.7pp |
| Annual return | -92.86% | -8.45%-84.4pp | 16.23%-109.1pp | -2.16%-90.7pp |
| Employer contribution / active EE | $0 | $21,995-100.0% | $17,605-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $169-100.0% | $237-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | $12,572-100.0% |