Filed November 11, 2019 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,076 | $106,236-68.9% | $112,263-70.5% | $64,824-49.0% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.1%+22.2pp | 71.5%+25.8pp |
| Annual return | 14.15% | -6.02%+20.2pp | 27.49%-13.3pp | 32.84%-18.7pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |