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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,477 | $60,795+208.4% | $69,461+169.9% | $65,185+187.6% |
| Participation rate | 87.3% | 74.9%+12.4pp | 74.6%+12.7pp | 70.2%+17.1pp |
| Annual return | 18.16% | 17.46%+0.7pp | 28.97%-10.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $6,271 | $2,452+155.7% | $2,779+125.6% | $2,177+188.1% |
| Participant deferral / active EE | $8,381 | $3,162+165.1% | $3,536+137.0% | $3,514+138.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |