Filed March 29, 2017
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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 | $63,993 | $84,499-24.3% | $125,391-49.0% | $66,949-4.4% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | 21.47% | -8.49%+30.0pp | 572.41%-550.9pp | 1.57%+19.9pp |
| Employer contribution / active EE | $5,435 | $3,554+52.9% | $4,816+12.9% | $2,545+113.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $14 | $685-97.9% | $10,009-99.9% | $594-97.6% |