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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 | $6,886-100.0% | $6,886-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.7%-43.7pp |
| Annual return | -5.10% | 8.10%-13.2pp | 7.29%-12.4pp | 13.05%-18.1pp |
| Employer contribution / active EE | $0 | $27,123-100.0% | $20,019-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $31,365-100.0% |