Filed November 11, 2019 (most recent of 3 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,633 | $56,443-72.3% | $83,831-81.4% | $55,725-71.9% |
| Participation rate | 99.7% | 72.0%+27.7pp | 76.1%+23.6pp | 70.9%+28.8pp |
| Annual return | 20.47% | 393.67%-373.2pp | 850.99%-830.5pp | 244.93%-224.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |