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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 | $23,470 | $51,244-54.2% | $80,977-71.0% | $55,167-57.5% |
| Participation rate | 99.4% | 71.7%+27.7pp | 75.8%+23.6pp | 69.0%+30.4pp |
| Annual return | 7.86% | 17.39%-9.5pp | 17.11%-9.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,018 | $1,770+14.0% | $3,715-45.7% | $1,963+2.8% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $79 | $398-80.1% | $5,517-98.6% | $504-84.3% |