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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 | $340,936-100.0% | - | $340,936-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 31.0%-31.0pp |
| Annual return | -0.48% | 17.67%-18.2pp | 26.13%-26.6pp | 14.18%-14.7pp |
| Employer contribution / active EE | $98,291 | $27,501+257.4% | $28,248+248.0% | $33,339+194.8% |
| Participant deferral / active EE | $0 | $108-100.0% | $101-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |