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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 | $175,851 | $54,355+223.5% | $82,744+112.5% | $68,486+156.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.71% | -13.67%+3.0pp | 702.22%-712.9pp | -7.85%-2.9pp |
| Employer contribution / active EE | $14,805 | $2,219+567.3% | $3,008+392.2% | $2,597+470.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $45 | $4,397-99.0% | $5,325-99.2% | $5,404-99.2% |