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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 | $67,289 | $71,873-6.4% | $86,698-22.4% | $68,490-1.8% |
| Participation rate | 98.4% | 72.2%+26.2pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -6.69% | 3.54%-10.2pp | 35.96%-42.6pp | -7.85%+1.2pp |
| Employer contribution / active EE | $5,612 | $2,173+158.2% | $2,837+97.8% | $2,597+116.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |