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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 | $97,826 | $102,382-4.5% | $147,005-33.5% | $80,874+21.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.49% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $23,379 | $3,715+529.3% | $4,934+373.8% | $2,756+748.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |