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 | $447,195-100.0% | $447,195-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 25.8%-25.8pp | 44.4%-44.4pp |
| Annual return | -14.46% | -10.58%-3.9pp | -11.06%-3.4pp | -14.65%+0.2pp |
| Employer contribution / active EE | $61,417 | $62,232-1.3% | $55,362+10.9% | $46,322+32.6% |
| Participant deferral / active EE | $414 | $19+2132.8% | $26+1482.1% | $60+588.8% |
| Admin fee / account holder | $0 | $3,572-100.0% | $3,572-100.0% | $14,582-100.0% |