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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $438,681-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 44.3%-44.3pp | 1.7%-1.7pp |
| Annual return | 12.16% | 627.08%-614.9pp | 4.26%+7.9pp | 627.08%-614.9pp |
| Employer contribution / active EE | $55,164 | $18,824+193.1% | $54,767+0.7% | $18,824+193.1% |
| Participant deferral / active EE | $0 | $418-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,187-100.0% | $1,923-100.0% |