Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 19.09% | 11.57%+7.5pp | 380.71%-361.6pp | 11.45%+7.6pp |
| Employer contribution / active EE | $0 | $36,657-100.0% | $45,089-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $2,549 | $1,810+40.8% | $272+836.2% | $357+614.6% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |