Filed September 4, 2025
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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 | $204,062 | $63,082+223.5% | $81,726+149.7% | $79,856+155.5% |
| Participation rate | 98.7% | 67.5%+31.2pp | 72.0%+26.7pp | 69.6%+29.1pp |
| Annual return | 20.64% | 22.66%-2.0pp | 29.49%-8.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $6,533 | $1,795+263.9% | $4,311+51.5% | $2,471+164.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |