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Annual investment return 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 | $37,768 | $100,938-62.6% | $90,461-58.2% | $158,982-76.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -77.97% | 1727.20%-1805.2pp | 1294.76%-1372.7pp | 302.99%-381.0pp |
| Employer contribution / active EE | $1,525 | $3,691-58.7% | $3,264-53.3% | $4,763-68.0% |
| Participant deferral / active EE | $6,260 | $4,350+43.9% | $3,964+57.9% | $5,983+4.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |