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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 | $113,338-100.0% | $94,993-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.9%-73.9pp | 82.8%-82.8pp |
| Annual return | 4.88% | 20.80%-15.9pp | 27.14%-22.3pp | 578.59%-573.7pp |
| Employer contribution / active EE | $17,998 | $3,160+469.5% | $2,603+591.3% | $4,876+269.1% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |