Filed November 11, 2019 (most recent of 3 filings on file)
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Employer contribution per participant 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 | $42,232 | $83,023-49.1% | $102,437-58.8% | $77,762-45.7% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 11.69% | 19.12%-7.4pp | 24.95%-13.3pp | 31.27%-19.6pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |