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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 | $194,237 | $60,128+223.0% | $90,440+114.8% | $79,852+143.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.53% | 71.95%-67.4pp | 1294.38%-1289.9pp | 31.72%-27.2pp |
| Employer contribution / active EE | $9,615 | $2,068+364.9% | $3,263+194.7% | $2,471+289.1% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $31 | $3,977-99.2% | $5,615-99.4% | $5,306-99.4% |