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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 | $23,560 | $100,895-76.6% | $90,430-73.9% | $158,950-85.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.71% | 1725.54%-1723.8pp | 1293.73%-1292.0pp | 302.91%-301.2pp |
| Employer contribution / active EE | $1,069 | $3,689-71.0% | $3,262-67.2% | $4,762-77.6% |
| Participant deferral / active EE | $1,750 | $4,347-59.7% | $3,963-55.8% | $5,983-70.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |