Filed December 18, 2018
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $439,512-100.0% | $439,512-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 39.3%-39.3pp | 26.8%-26.8pp | 37.6%-37.6pp |
| Annual return | 15.14% | 8.27%+6.9pp | 9.07%+6.1pp | 9.30%+5.8pp |
| Employer contribution / active EE | $0 | $52,249-100.0% | $46,116-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $252 | $104+143.9% | $107+135.1% | $83+204.8% |
| Admin fee / account holder | $0 | $147,323-100.0% | $147,323-100.0% | $12,596-100.0% |