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Participant contribution per participant 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 | $33,981-100.0% | - | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 0.0%0pp | 15.3%-15.3pp |
| Annual return | 8.77% | 9.75%-1.0pp | 2.70%+6.1pp | 9.75%-1.0pp |
| Employer contribution / active EE | $11,259 | $13,830-18.6% | $34,680-67.5% | $13,830-18.6% |
| Participant deferral / active EE | $0 | $110-100.0% | $205-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | - | $2,810-100.0% |