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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 | $78,562-56.5% | $105,608-67.6% | $74,429-54.1% |
| Participation rate | 95.9% | 72.8%+23.2pp | 75.3%+20.7pp | 67.2%+28.7pp |
| Annual return | -19.02% | 15.94%-35.0pp | 116.50%-135.5pp | 1368.38%-1387.4pp |
| Employer contribution / active EE | $4,730 | $2,521+87.6% | $3,167+49.3% | $2,625+80.2% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |