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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 | $92,219-100.0% | $76,766-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -11.93% | 5.46%-17.4pp | 2.43%-14.4pp | 519.77%-531.7pp |
| Employer contribution / active EE | $6,510 | $3,216+102.4% | $2,485+162.0% | $4,779+36.2% |
| Participant deferral / active EE | $19,727 | $4,508+337.5% | $3,851+412.2% | $5,609+251.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |