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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 | $0 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 0.0%0pp |
| Annual return | 10.27% | 10.08%+0.2pp | 64.23%-54.0pp | 10.08%+0.2pp |
| Employer contribution / active EE | $21,097 | $15,414+36.9% | $31,311-32.6% | $15,414+36.9% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $251-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |