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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 | $6,800 | $203,209-96.7% | $159,487-95.7% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 4.62% | 10.23%-5.6pp | 263.71%-259.1pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,831-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,354-100.0% | - |
| Admin fee / account holder | $0 | $10,627-100.0% | $10,804-100.0% | - |