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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 | $13,506 | $77,638-82.6% | $156,551-91.4% | $62,881-78.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -7.22% | 50.33%-57.5pp | 32.23%-39.4pp | 20.14%-27.4pp |
| Employer contribution / active EE | $1,010 | $3,444-70.7% | $5,501-81.6% | $2,281-55.7% |
| Participant deferral / active EE | $867 | $3,046-71.5% | $4,871-82.2% | $3,203-72.9% |
| Admin fee / account holder | $36 | $5,561-99.3% | $13,028-99.7% | $4,296-99.2% |