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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 | $0 | $24,265-100.0% | $741,882-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 50.0%-50.0pp | 9.3%-9.3pp |
| Annual return | 6.14% | 9.76%-3.6pp | 7.16%-1.0pp | 9.76%-3.6pp |
| Employer contribution / active EE | $1,922 | $12,965-85.2% | $28,188-93.2% | $12,965-85.2% |
| Participant deferral / active EE | $0 | $143-100.0% | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,425-100.0% | $4,785-100.0% |