Filed April 5, 2021 (most recent of 5 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $817,678-100.0% | $392,568-100.0% | $152,914-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.1%-78.1pp | 82.5%-82.5pp |
| Annual return | -59.96% | 22.84%-82.8pp | 24.42%-84.4pp | 345.48%-405.4pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,601-100.0% |