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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 | $204,754-100.0% | $94,229-100.0% | - |
| Participation rate | 0.0% | 62.0%-62.0pp | 78.8%-78.8pp | - |
| Annual return | -26.48% | -1.02%-25.5pp | 10.68%-37.2pp | - |
| Employer contribution / active EE | $0 | $1,251-100.0% | $3,587-100.0% | - |
| Participant deferral / active EE | $0 | $2,009-100.0% | $4,320-100.0% | - |
| Admin fee / account holder | $0 | $13,693-100.0% | $6,269-100.0% | - |