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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 | $2,085 | $121,677-98.3% | $104,625-98.0% | $158,966-98.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -83.15% | 465.58%-548.7pp | 340.60%-423.7pp | 302.95%-386.1pp |
| Employer contribution / active EE | $703 | $3,165-77.8% | $2,681-73.8% | $4,762-85.2% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |