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 | $592,784-100.0% | $565,817-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.4%-44.4pp |
| Annual return | -38.35% | -8.21%-30.1pp | -8.80%-29.6pp | -14.65%-23.7pp |
| Employer contribution / active EE | $0 | $47,558-100.0% | $43,463-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |