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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 | $34,191 | $78,607-56.5% | $105,624-67.6% | $74,478-54.1% |
| Participation rate | 95.9% | 72.8%+23.1pp | 75.3%+20.7pp | 67.2%+28.7pp |
| Annual return | -19.02% | 15.96%-35.0pp | 116.20%-135.2pp | 1370.56%-1389.6pp |
| Employer contribution / active EE | $4,730 | $2,523+87.5% | $3,168+49.3% | $2,626+80.1% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |