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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 | $31,495 | $86,692-63.7% | $119,634-73.7% | $66,949-53.0% |
| Participation rate | 93.0% | 75.6%+17.4pp | 79.3%+13.8pp | 69.8%+23.2pp |
| Annual return | -13.68% | -8.00%-5.7pp | -14.98%+1.3pp | 1.57%-15.2pp |
| Employer contribution / active EE | $4,612 | $2,536+81.9% | $4,232+9.0% | $2,545+81.2% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |