Filed September 19, 2018 (most recent of 4 filings on file)
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 3.63% | 3.98%-0.4pp | 4.07%-0.4pp | 4.16%-0.5pp |
| Employer contribution / active EE | $0 | $53,200-100.0% | $45,149-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |