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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 | $52,720 | $66,124-20.3% | $90,461-41.7% | $73,497-28.3% |
| Participation rate | 82.7% | 69.7%+13.1pp | 72.7%+10.0pp | 70.7%+12.0pp |
| Annual return | 22.37% | 17.65%+4.7pp | 1294.76%-1272.4pp | 28.51%-6.1pp |
| Employer contribution / active EE | $4,475 | $2,346+90.7% | $3,264+37.1% | $2,270+97.1% |
| Participant deferral / active EE | $2,512 | $3,039-17.4% | $3,964-36.6% | $3,740-32.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |