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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 | $29,927 | $73,863-59.5% | $143,797-79.2% | $68,490-56.3% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.4pp | 67.9%+21.8pp |
| Annual return | -17.33% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,541 | $3,185-51.6% | $4,952-68.9% | $2,597-40.7% |
| Participant deferral / active EE | $1,895 | $3,385-44.0% | $5,638-66.4% | $4,028-52.9% |
| Admin fee / account holder | $8 | $5,756-99.9% | $14,679-99.9% | $5,403-99.8% |