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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 | $223,422 | $59,191+277.5% | $76,768+191.0% | $56,289+296.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 16.98% | 6.62%+10.4pp | 2.43%+14.5pp | -9.96%+26.9pp |
| Employer contribution / active EE | $11,469 | $1,759+552.1% | $2,485+361.5% | $2,111+443.3% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,676-100.0% | $521-100.0% |