Filed April 1, 2019
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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 | $198,795 | $56,197+253.7% | $67,652+193.9% | $59,633+233.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 6.93% | 18508.10%-18501.2pp | 6625.40%-6618.5pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $15,338 | $1,615+850.0% | $2,266+577.0% | $2,203+596.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |