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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 | $85,171-100.0% | $172,752-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 0.37% | 27.32%-27.0pp | 802.97%-802.6pp | 81.01%-80.6pp |
| Employer contribution / active EE | $2,199 | $3,324-33.8% | $5,144-57.3% | $2,440-9.9% |
| Participant deferral / active EE | $2,484 | $3,260-23.8% | $5,198-52.2% | $3,608-31.2% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |