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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 | $54,366 | $73,102-25.6% | $123,553-56.0% | $56,289-3.4% |
| Participation rate | 87.7% | 74.3%+13.4pp | 82.3%+5.4pp | 69.9%+17.8pp |
| Annual return | 15.43% | 3.01%+12.4pp | 119.21%-103.8pp | -9.96%+25.4pp |
| Employer contribution / active EE | $16,178 | $2,977+443.4% | $4,628+249.6% | $2,111+666.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |