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 | $282,126-100.0% | $282,126-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 41.9%-41.9pp | 43.1%-43.1pp |
| Annual return | 12.54% | 1315.74%-1303.2pp | 1087.39%-1074.9pp | 259.19%-246.6pp |
| Employer contribution / active EE | $158,542 | $46,882+238.2% | $42,245+275.3% | $41,472+282.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,502-100.0% |