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 | $290,899-100.0% | $260,109-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 43.2%-43.2pp | 45.9%-45.9pp |
| Annual return | 12.40% | 7.75%+4.7pp | 8.93%+3.5pp | 10.21%+2.2pp |
| Employer contribution / active EE | $19,476 | $50,686-61.6% | $43,470-55.2% | $42,272-53.9% |
| Participant deferral / active EE | $344 | $229+50.0% | $223+53.9% | $121+184.8% |
| Admin fee / account holder | $0 | $1,279-100.0% | $1,225-100.0% | $13,518-100.0% |