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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 | $122,192 | $106,247+15.0% | $147,096-16.9% | $77,714+57.2% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 21.79% | 56.87%-35.1pp | 419.75%-398.0pp | 31.26%-9.5pp |
| Employer contribution / active EE | $3,892 | $4,069-4.4% | $4,936-21.1% | $2,727+42.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |