Filed April 21, 2017 (most recent of 2 filings on file)
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,834 | $106,936-23.5% | $84,029-2.6% | $152,914-46.5% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 16.93% | 105.03%-88.1pp | 71.32%-54.4pp | 345.48%-328.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,852-100.0% |
| Admin fee / account holder | $22 | $8,289-99.7% | $6,102-99.6% | $11,601-99.8% |