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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 | $205,753 | $65,322+215.0% | $70,476+191.9% | $73,493+180.0% |
| Participation rate | 90.1% | 77.0%+13.1pp | 75.1%+15.0pp | 70.7%+19.4pp |
| Annual return | 14.50% | 15.71%-1.2pp | 109.12%-94.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $6,101 | $2,460+148.0% | $2,738+122.8% | $2,270+168.8% |
| Participant deferral / active EE | $8,905 | $3,375+163.9% | $3,710+140.0% | $3,740+138.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |