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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 | $64,398 | $67,594-4.7% | $77,361-16.8% | $69,733-7.6% |
| Participation rate | 92.5% | 71.7%+20.8pp | 75.0%+17.5pp | 62.5%+30.0pp |
| Annual return | 11.19% | 19.20%-8.0pp | 1011.54%-1000.3pp | 15.22%-4.0pp |
| Employer contribution / active EE | $2,151 | $2,649-18.8% | $2,990-28.1% | $2,250-4.4% |
| Participant deferral / active EE | $2,347 | $3,401-31.0% | $3,911-40.0% | $3,054-23.2% |
| Admin fee / account holder | $21 | $1,159-98.2% | $5,894-99.7% | $3,102-99.3% |