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 | $479,618-100.0% | $18,970-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 48.1%-48.1pp | 89.3%-89.3pp |
| Annual return | -5.24% | 101.32%-106.6pp | 0.22%-5.5pp | 101.32%-106.6pp |
| Employer contribution / active EE | $0 | $22,484-100.0% | $5,056-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $1,657-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $1,675-100.0% | $12,520-100.0% |