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 | $128,324-100.0% | $115,507-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 1.94% | 3.98%-2.0pp | 4.07%-2.1pp | 4.16%-2.2pp |
| Employer contribution / active EE | $8,883 | $53,200-83.3% | $45,149-80.3% | $42,918-79.3% |
| Participant deferral / active EE | $320 | $90+255.8% | $92+247.9% | $128+150.4% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |