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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 | $181,005 | $58,726+208.2% | $92,240+96.2% | $62,293+190.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 34.21% | 43.62%-9.4pp | 176.29%-142.1pp | 28.90%+5.3pp |
| Employer contribution / active EE | $16,190 | $2,392+576.9% | $3,680+340.0% | $2,042+692.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |