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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 | $64,705-0.5% | $62,929+2.3% | $67,986-5.3% |
| Participation rate | 92.5% | 65.6%+26.9pp | 73.1%+19.4pp | 57.2%+35.3pp |
| Annual return | 11.19% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $2,151 | $2,376-9.5% | $2,505-14.1% | $2,019+6.5% |
| Participant deferral / active EE | $2,347 | $3,198-26.6% | $3,888-39.6% | $3,358-30.1% |
| Admin fee / account holder | $21 | $1,428-98.6% | $5,065-99.6% | $3,203-99.4% |