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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 | $77,416-100.0% | $69,464-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 3.43% | 39.08%-35.6pp | 28.98%-25.6pp | 345.43%-342.0pp |
| Employer contribution / active EE | $1,068 | $3,315-67.8% | $2,779-61.6% | $4,764-77.6% |
| Participant deferral / active EE | $3,536 | $4,413-19.9% | $3,5360% | $5,851-39.6% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |