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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 | $90,700 | $104,336-13.1% | $159,474-43.1% | $86,821+4.5% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.8%+14.7pp | 72.3%+25.2pp |
| Annual return | 18.89% | 26.32%-7.4pp | 263.68%-244.8pp | 97.94%-79.0pp |
| Employer contribution / active EE | $6,471 | $3,451+87.5% | $4,831+34.0% | $2,406+169.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |