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 | $184,590-100.0% | $171,071-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 37.4%-37.4pp | 46.4%-46.4pp |
| Annual return | -6.15% | -3.76%-2.4pp | -3.19%-3.0pp | -82.67%+76.5pp |
| Employer contribution / active EE | $0 | $56,660-100.0% | $48,658-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $359 | $287+25.1% | $273+31.4% | $103+250.1% |
| Admin fee / account holder | $0 | $5,685-100.0% | $5,129-100.0% | $11,204-100.0% |