Filed April 29, 2020 (most recent of 7 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 | $36,193 | $66,650-45.7% | $92,915-61.0% | $67,582-46.4% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 33.42% | 92.64%-59.2pp | 109.45%-76.0pp | 378.57%-345.2pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-99.9% | $5,796-100.0% | $142-99.9% |