Filed May 10, 2018
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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 | $173,573 | $79,189+119.2% | $102,457+69.4% | $74,400+133.3% |
| Participation rate | 83.4% | 74.8%+8.7pp | 76.5%+7.0pp | 67.2%+16.2pp |
| Annual return | 23.51% | 54.98%-31.5pp | 29.41%-5.9pp | 1367.51%-1344.0pp |
| Employer contribution / active EE | $10,867 | $2,362+360.0% | $3,022+259.6% | $2,624+314.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |