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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 | $105,939 | $95,417+11.0% | $135,974-22.1% | $74,460+42.3% |
| Participation rate | 99.4% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 21.09% | 32.76%-11.7pp | 68.30%-47.2pp | 34.38%-13.3pp |
| Employer contribution / active EE | $2,597 | $3,878-33.0% | $4,859-46.5% | $2,638-1.5% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |