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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,430 | $180,978-94.2% | $147,117-92.9% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 4.95% | 12.24%-7.3pp | 420.54%-415.6pp | - |
| Employer contribution / active EE | $0 | $3,338-100.0% | $4,932-100.0% | - |
| Participant deferral / active EE | $0 | $6,936-100.0% | $8,065-100.0% | - |
| Admin fee / account holder | $0 | $27,876-100.0% | $12,993-100.0% | - |