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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 | $91,728 | $27,243+236.7% | $52,425+75.0% | $79,634+15.2% |
| Participation rate | 99.7% | 22.4%+77.3pp | 55.6%+44.0pp | 62.5%+37.2pp |
| Annual return | 1.42% | 63.36%-61.9pp | 302.12%-300.7pp | 36.46%-35.0pp |
| Employer contribution / active EE | $12,593 | $319+3845.8% | $914+1277.5% | $2,529+397.9% |
| Participant deferral / active EE | $0 | $636-100.0% | $1,790-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $2,105-100.0% | $2,495-100.0% | $1,002-100.0% |