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 | $79,181+119.2% | $102,423+69.5% | $74,429+133.2% |
| Participation rate | 83.4% | 74.8%+8.7pp | 76.5%+6.9pp | 67.2%+16.2pp |
| Annual return | 23.51% | 54.97%-31.5pp | 29.42%-5.9pp | 1368.38%-1344.9pp |
| Employer contribution / active EE | $10,867 | $2,362+360.2% | $3,023+259.5% | $2,625+314.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |