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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 | $179,901-94.2% | $147,096-92.9% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 82.2%-82.2pp | - |
| Annual return | 4.95% | 11.75%-6.8pp | 419.75%-414.8pp | - |
| Employer contribution / active EE | $0 | $3,299-100.0% | $4,936-100.0% | - |
| Participant deferral / active EE | $0 | $6,909-100.0% | $8,071-100.0% | - |
| Admin fee / account holder | $0 | $27,572-100.0% | $13,005-100.0% | - |