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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 | $2,578,824-100.0% | $2,578,824-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 33.3%-33.3pp | 27.7%-27.7pp |
| Annual return | 5.79% | 1.23%+4.6pp | 1.41%+4.4pp | 15.59%-9.8pp |
| Employer contribution / active EE | $292,362 | $27,750+953.6% | $26,835+989.5% | $33,256+779.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $24,997-100.0% | $24,997-100.0% | $21,009-100.0% |