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Annual investment return is in the bottom quintile of the peer cohort.
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 | $168,686 | $72,177+133.7% | $115,038+46.6% | $59,633+182.9% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | -4.28% | 12.02%-16.3pp | 26.14%-30.4pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $34,640 | $2,841+1119.2% | $4,608+651.8% | $2,203+1472.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |