Filed April 20, 2015
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,239 | $65,223-38.3% | $80,022-49.7% | $55,725-27.8% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 23.74% | 7.59%+16.1pp | 11.22%+12.5pp | 244.93%-221.2pp |
| Employer contribution / active EE | $3,093 | $2,544+21.6% | $2,468+25.3% | $2,078+48.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |