Filed July 31, 2020
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,163 | $83,427-71.0% | $115,756-79.1% | $68,490-64.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -25.42% | -10.95%-14.5pp | 143.14%-168.6pp | -7.85%-17.6pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,403-100.0% |