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Employer contribution per participant 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 | $564,480-100.0% | $21,656-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 17.4%-17.4pp | 89.1%-89.1pp |
| Annual return | -11.14% | -14.07%+2.9pp | -13.42%+2.3pp | -14.07%+2.9pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $496-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $5,333 | $5,729-6.9% | $4,255+25.3% | $5,729-6.9% |
| Admin fee / account holder | $0 | $27,140-100.0% | $262,667-100.0% | $27,140-100.0% |