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 | $0 | $405,731-100.0% | $83,914-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 92.0%-92.0pp | 91.9%-91.9pp |
| Annual return | -3.79% | 4.30%-8.1pp | -12.56%+8.8pp | 4.30%-8.1pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $6,526-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $953-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $9,492-100.0% | $12,997-100.0% |