Filed May 10, 2018 (most recent of 2 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 | $16,356 | $102,547-84.0% | $78,210-79.1% | $147,586-88.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.21% | 51.08%-41.9pp | 40.90%-31.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $3,333 | $2,617+27.4% | $2,034+63.9% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $130 | $5,059-97.4% | $3,758-96.5% | $10,886-98.8% |