Filed December 1, 2016 (most recent of 2 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,995 | $48,314-44.1% | $67,561-60.0% | $80,925-66.6% |
| Participation rate | 80.5% | 66.4%+14.1pp | 72.9%+7.6pp | 67.7%+12.8pp |
| Annual return | 11.43% | 18.28%-6.8pp | 3525.44%-3514.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,976 | $2,022-2.3% | $2,735-27.7% | $2,756-28.3% |
| Participant deferral / active EE | $2,006 | $2,927-31.5% | $4,003-49.9% | $4,299-53.3% |
| Admin fee / account holder | $96 | $3,690-97.4% | $4,006-97.6% | $6,940-98.6% |