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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 | $16,681 | $108,212-84.6% | $77,513-78.5% | $158,966-89.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -32.71% | 31.67%-64.4pp | 54.81%-87.5pp | 302.95%-335.7pp |
| Employer contribution / active EE | $884 | $1,325-33.3% | $987-10.4% | $4,762-81.4% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $149 | $3,709-96.0% | $2,859-94.8% | $11,250-98.7% |