Filed July 31, 2017
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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 | $144,647 | $50,458+186.7% | $160,037-9.6% | $64,824+123.1% |
| Participation rate | 99.3% | 68.0%+31.3pp | 78.0%+21.4pp | 71.5%+27.9pp |
| Annual return | 5.93% | -13.42%+19.3pp | 408.95%-403.0pp | 32.84%-26.9pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,004-100.0% | $6,184-100.0% | $4,311-100.0% |
| Admin fee / account holder | $3 | $706-99.6% | $8,716-100.0% | $188-98.6% |