Filed March 9, 2023 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,339 | $90,617-87.5% | $79,476-85.7% | $135,382-91.6% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -5.64% | 977.57%-983.2pp | 718.21%-723.9pp | 519.77%-525.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $187 | $5,907-96.8% | $5,113-96.3% | $10,829-98.3% |