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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 | $25,269 | $56,134-55.0% | $96,192-73.7% | $85,851-70.6% |
| Participation rate | 98.9% | 56.7%+42.1pp | 68.4%+30.4pp | 69.3%+29.5pp |
| Annual return | -25.11% | 42.30%-67.4pp | 192.09%-217.2pp | 318.63%-343.7pp |
| Employer contribution / active EE | $15,870 | $1,620+879.5% | $2,799+466.9% | $2,565+518.6% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,539-100.0% | $6,261-100.0% |