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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,199-100.0% | $119,237-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.1%-82.1pp |
| Annual return | -97.83% | 29.88%-127.7pp | 30.70%-128.5pp | 478.94%-576.8pp |
| Employer contribution / active EE | $0 | $4,480-100.0% | $4,383-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,086-100.0% | $6,112-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,939-100.0% | $7,229-100.0% | $12,317-100.0% |