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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | -0.48% | 15.55%-16.0pp | 22.75%-23.2pp | 13.02%-13.5pp |
| Employer contribution / active EE | $98,291 | $36,295+170.8% | $32,793+199.7% | $34,257+186.9% |
| Participant deferral / active EE | $0 | $75-100.0% | $100-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |