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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,157 | $99,957+37.2% | $149,715-8.4% | $73,493+86.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 19.90% | 53.87%-34.0pp | 276.66%-256.8pp | 28.51%-8.6pp |
| Employer contribution / active EE | $3,797 | $3,191+19.0% | $4,645-18.3% | $2,270+67.2% |
| Participant deferral / active EE | $8,277 | $6,073+36.3% | $6,842+21.0% | $3,740+121.3% |
| Admin fee / account holder | $1 | $551-99.8% | $9,310-100.0% | $513-99.7% |