Filed April 1, 2019
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Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,036,157 | $65,437+1483.4% | $86,698+1095.1% | $66,949+1447.7% |
| Participation rate | 94.8% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | 39.06% | -10.91%+50.0pp | 35.96%+3.1pp | 1.57%+37.5pp |
| Employer contribution / active EE | $20,909 | $2,154+870.9% | $2,837+637.1% | $2,545+721.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $10 | $642-98.5% | $7,492-99.9% | $594-98.4% |