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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 | $56,977 | $54,380+4.8% | $68,509-16.8% | $59,633-4.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 4.81% | 2.83%+2.0pp | 8.27%-3.5pp | 2041.45%-2036.6pp |
| Employer contribution / active EE | $11,730 | $1,539+662.5% | $2,278+415.0% | $2,203+432.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |