Filed April 23, 2020 (most recent of 3 filings on file)
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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 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | 0.40% | -21.89%+22.3pp | 179.55%-179.1pp | -14.65%+15.0pp |
| Employer contribution / active EE | $0 | $32,024-100.0% | $24,917-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $259-100.0% | $463-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |