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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 | $208,199 | $64,909+220.8% | $82,312+152.9% | $62,293+234.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 53.73% | 21.18%+32.6pp | 25.88%+27.9pp | 28.90%+24.8pp |
| Employer contribution / active EE | $10,386 | $1,676+519.7% | $2,428+327.7% | $2,042+408.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |