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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 | $17,752 | $75,962-76.6% | $154,108-88.5% | $64,173-72.3% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.6pp | 69.6%+29.1pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,500 | $3,350+34.3% | $5,298-15.1% | $2,381+89.0% |
| Participant deferral / active EE | $1,241 | $3,175-60.9% | $5,081-75.6% | $3,470-64.2% |
| Admin fee / account holder | $30 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |