Filed September 30, 2015
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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 | $33,981-100.0% | $258,827-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 15.3%-15.3pp |
| Annual return | 18.04% | 10.46%+7.6pp | 8.60%+9.4pp | 9.75%+8.3pp |
| Employer contribution / active EE | $135,116 | $21,847+518.5% | $27,075+399.0% | $13,830+877.0% |
| Participant deferral / active EE | $0 | $1,250-100.0% | $540-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $19,327-100.0% | $2,810-100.0% |