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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 | $102,422-4.5% | $147,117-33.5% | $80,959+20.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.49% | 135.16%-122.7pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $23,379 | $3,717+528.9% | $4,932+374.0% | $2,757+747.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |