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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 | $70,764 | $162,322-56.4% | $135,982-48.0% | - |
| Participation rate | 100.0% | 71.5%+28.5pp | 81.9%+18.1pp | - |
| Annual return | 26.23% | 15.59%+10.6pp | 68.32%-42.1pp | - |
| Employer contribution / active EE | $10,485 | $3,400+208.4% | $4,859+115.8% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,760-100.0% | - |
| Admin fee / account holder | $0 | $23,877-100.0% | $10,767-100.0% | - |