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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 | $73,546-100.0% | $63,018-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 6.67% | 175.56%-168.9pp | 87.62%-81.0pp | 578.59%-571.9pp |
| Employer contribution / active EE | $1,616 | $3,324-51.4% | $2,761-41.5% | $4,876-66.9% |
| Participant deferral / active EE | $2,559 | $4,185-38.8% | $3,330-23.1% | $5,439-52.9% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |