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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 | $44,406 | $88,203-49.7% | $165,100-73.1% | $74,478-40.4% |
| Participation rate | 99.4% | 73.1%+26.3pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 29.92% | 17.13%+12.8pp | 70.21%-40.3pp | 1370.56%-1340.6pp |
| Employer contribution / active EE | $6,379 | $2,601+145.3% | $4,348+46.7% | $2,626+142.9% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $2,235-99.8% | $12,696-100.0% | $1,946-99.8% |