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 | $0 | $430,769-100.0% | $171,128-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 75.3%-75.3pp | 90.6%-90.6pp |
| Annual return | 0.00% | 10.77%-10.8pp | 3.91%-3.9pp | 10.77%-10.8pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $8,679-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $1,011-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |