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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 | $2,454 | $167,362-98.5% | $143,799-98.3% | $134,532-98.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -63.35% | 0.47%-63.8pp | -0.04%-63.3pp | 418.27%-481.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,219 | $6,447-34.6% | $5,638-25.2% | $6,401-34.1% |
| Admin fee / account holder | $9 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |