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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 | $130,190 | $102,382+27.2% | $147,005-11.4% | $80,874+61.0% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 12.12% | 134.89%-122.8pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,245 | $6,646-6.0% | $8,070-22.6% | $4,297+45.3% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |