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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,077 | $165,890-89.7% | $155,574-89.0% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 78.2%-78.2pp | - |
| Annual return | 3.07% | 19.47%-16.4pp | 64.87%-61.8pp | - |
| Employer contribution / active EE | $0 | $2,522-100.0% | $4,676-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,629-100.0% | - |
| Admin fee / account holder | $0 | $97,423-100.0% | $15,914-100.0% | - |