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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 | $18,333 | $84,236-78.2% | $170,435-89.2% | $70,126-73.9% |
| Participation rate | 98.9% | 70.8%+28.0pp | 83.6%+15.3pp | 69.5%+29.3pp |
| Annual return | 20.46% | 23.06%-2.6pp | 205.94%-185.5pp | 73.15%-52.7pp |
| Employer contribution / active EE | $4,200 | $3,387+24.0% | $5,432-22.7% | $2,343+79.3% |
| Participant deferral / active EE | $1,223 | $3,086-60.4% | $4,939-75.2% | $3,332-63.3% |
| Admin fee / account holder | $41 | $5,698-99.3% | $13,881-99.7% | $4,645-99.1% |