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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 | $26,789 | $48,327-44.6% | $67,575-60.4% | $80,935-66.9% |
| Participation rate | 87.8% | 66.4%+21.4pp | 72.9%+14.9pp | 67.7%+20.1pp |
| Annual return | 15.26% | 18.31%-3.1pp | 3528.98%-3513.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,025 | $2,022+0.2% | $2,736-26.0% | $2,757-26.5% |
| Participant deferral / active EE | $2,278 | $2,927-22.2% | $4,003-43.1% | $4,299-47.0% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |