Filed December 18, 2018
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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 | $253,814-100.0% | $226,711-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 48.3%-48.3pp | 48.7%-48.7pp |
| Annual return | -2.29% | -1.65%-0.6pp | -1.71%-0.6pp | -2.16%-0.1pp |
| Employer contribution / active EE | $13,602 | $52,988-74.3% | $45,357-70.0% | $42,949-68.3% |
| Participant deferral / active EE | $403 | $180+124.0% | $175+130.8% | $153+162.5% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |