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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 | $39,097 | $99,032-60.5% | $80,022-51.1% | $135,379-71.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.73% | 15.39%-7.7pp | 11.22%-3.5pp | 519.79%-512.1pp |
| Employer contribution / active EE | $8,667 | $3,043+184.8% | $2,468+251.2% | $4,779+81.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4 | $10,436-100.0% | $6,521-99.9% | $10,828-100.0% |