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 | $534,210-100.0% | $101,312-100.0% | $534,210-100.0% |
| Participation rate | 0.0% | 89.6%-89.6pp | 92.0%-92.0pp | 89.6%-89.6pp |
| Annual return | 0.00% | 10.39%-10.4pp | 17.89%-17.9pp | 10.39%-10.4pp |
| Employer contribution / active EE | $0 | $19,440-100.0% | $5,646-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $1,996-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,821-100.0% | $1,495-100.0% | $14,821-100.0% |