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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 | $58,667 | $75,183-22.0% | $123,894-52.6% | $55,167+6.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 48.19% | 19.01%+29.2pp | 47.52%+0.7pp | 169.23%-121.0pp |
| Employer contribution / active EE | $3,256 | $2,823+15.3% | $4,617-29.5% | $1,963+65.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |