Filed February 16, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | -100.00% | 15.59%-115.6pp | -5.09%-94.9pp | 15.59%-115.6pp |
| Employer contribution / active EE | $0 | $33,256-100.0% | $67,471-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $83-100.0% | $165-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |