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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 | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.19% | 10.77%-8.6pp | 9.14%-7.0pp | 10.77%-8.6pp |
| Employer contribution / active EE | $18,589 | $15,292+21.6% | $21,225-12.4% | $15,292+21.6% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $22-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |