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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 | $87,031 | $79,209+9.9% | $102,434-15.0% | $74,459+16.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 27.44% | 54.98%-27.5pp | 29.46%-2.0pp | 1369.70%-1342.3pp |
| Employer contribution / active EE | $6,476 | $2,362+174.1% | $3,023+114.2% | $2,626+146.6% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |