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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 | $14,888-100.0% | $108,671-100.0% | $14,888-100.0% |
| Participation rate | 0.0% | 9.0%-9.0pp | 83.6%-83.6pp | 9.0%-9.0pp |
| Annual return | 0.00% | 17.97%-18.0pp | 4.39%-4.4pp | 17.97%-18.0pp |
| Employer contribution / active EE | $5,742 | $1,914+200.0% | $4,751+20.9% | $1,914+200.0% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $4,166-100.0% | $2,830-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $336-100.0% | $1,819-100.0% |