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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 | $65,084-1.1% | $67,681-4.9% | $64,340+0.1% |
| Participation rate | 92.5% | 66.7%+25.7pp | 73.7%+18.7pp | 55.2%+37.2pp |
| Annual return | 11.19% | 20.50%-9.3pp | 590.58%-579.4pp | 24.14%-13.0pp |
| Employer contribution / active EE | $2,151 | $2,398-10.3% | $2,678-19.7% | $1,862+15.5% |
| Participant deferral / active EE | $2,347 | $3,210-26.9% | $3,976-41.0% | $2,980-21.3% |
| Admin fee / account holder | $21 | $1,415-98.5% | $6,100-99.7% | $3,703-99.4% |