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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $431,983-100.0% | $431,983-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 66.7%-66.7pp | 55.8%-55.8pp |
| Annual return | -7.89% | 9.67%-17.6pp | 9.65%-17.5pp | 24.44%-32.3pp |
| Employer contribution / active EE | $56,327 | $51,524+9.3% | $50,020+12.6% | $41,348+36.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,013-100.0% |