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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 | $87,060-40.5% | $105,591-50.9% | $80,911-36.0% |
| Participation rate | 97.8% | 70.4%+27.3pp | 75.3%+22.5pp | 67.6%+30.1pp |
| Annual return | 10.41% | 17.05%-6.6pp | 116.43%-106.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $4,101 | $2,396+71.2% | $3,166+29.5% | $2,756+48.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,442-100.0% | $11,024-100.0% | $6,935-100.0% |