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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 | $131,835-100.0% | $108,582-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.6%-79.6pp | 83.0%-83.0pp |
| Annual return | -4.68% | -91.57%+86.9pp | -51.70%+47.0pp | 41.46%-46.1pp |
| Employer contribution / active EE | $12,256 | $4,913+149.5% | $3,758+226.1% | $4,869+151.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |