Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 employees
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 15.86% | -14.68%+30.5pp | -2.84%+18.7pp | 259.19%-243.3pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |