Filed April 25, 2019
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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 | $60,833 | $88,324-31.1% | $115,038-47.1% | $55,191+10.2% |
| Participation rate | 98.8% | 72.5%+26.3pp | 81.4%+17.5pp | 69.2%+29.7pp |
| Annual return | 25.63% | 6.30%+19.3pp | 26.14%-0.5pp | 10.78%+14.8pp |
| Employer contribution / active EE | $13,148 | $2,805+368.7% | $4,608+185.3% | $1,899+592.5% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |