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 | $202,803 | $60,349+236.1% | $74,184+173.4% | $62,881+222.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.45% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $15,084 | $1,680+797.7% | $2,370+536.4% | $2,281+561.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |