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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 | $58,056 | $78,419-26.0% | $133,978-56.7% | $73,412-20.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 51.21% | 33.35%+17.9pp | 45.10%+6.1pp | 59.30%-8.1pp |
| Employer contribution / active EE | $2,678 | $2,044+31.0% | $3,919-31.7% | $2,234+19.9% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |