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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 | $88,137-49.6% | $164,975-73.1% | $74,429-40.3% |
| Participation rate | 99.4% | 73.1%+26.3pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 29.92% | 17.13%+12.8pp | 70.12%-40.2pp | 1368.38%-1338.5pp |
| Employer contribution / active EE | $6,379 | $2,597+145.6% | $4,343+46.9% | $2,625+143.0% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5 | $2,231-99.8% | $12,688-100.0% | $1,944-99.8% |