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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 | $51,812 | $87,132-40.5% | $105,624-50.9% | $80,959-36.0% |
| Participation rate | 97.8% | 70.4%+27.3pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 10.41% | 17.03%-6.6pp | 116.20%-105.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $4,101 | $2,397+71.1% | $3,168+29.5% | $2,757+48.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |