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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 | $56,669 | $82,674-31.5% | $125,381-54.8% | $68,486-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 13.88% | -5.97%+19.9pp | 572.31%-558.4pp | -7.85%+21.7pp |
| Employer contribution / active EE | $8,197 | $3,382+142.4% | $4,815+70.2% | $2,597+215.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |