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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 | $75,213 | $82,163-8.5% | $125,363-40.0% | $64,814+16.0% |
| Participation rate | 99.4% | 77.9%+21.5pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -10.44% | 3.49%-13.9pp | 572.15%-582.6pp | 32.84%-43.3pp |
| Employer contribution / active EE | $1,750 | $3,616-51.6% | $4,815-63.6% | $2,507-30.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,005-100.0% | $188-100.0% |