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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 | $39,869 | $84,493-52.8% | $125,381-68.2% | $66,938-40.4% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.5pp |
| Annual return | -8.39% | -8.49%+0.1pp | 572.31%-580.7pp | 1.58%-10.0pp |
| Employer contribution / active EE | $27,070 | $3,554+661.7% | $4,815+462.2% | $2,545+963.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |