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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 | $73,867-59.5% | $143,770-79.2% | $68,498-56.3% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.8pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,541 | $3,184-51.6% | $4,951-68.9% | $2,596-40.7% |
| Participant deferral / active EE | $1,895 | $3,384-44.0% | $5,638-66.4% | $4,027-52.9% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,673-99.9% | $5,403-99.8% |