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Participant 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 | $23,699 | $78,694-69.9% | $67,652-65.0% | $125,389-81.1% |
| Participation rate | 86.7% | 78.8%+7.9pp | 75.7%+11.0pp | 83.2%+3.5pp |
| Annual return | -0.98% | 9.46%-10.4pp | 6625.40%-6626.4pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,112 | $3,044+2.2% | $2,266+37.4% | $4,866-36.0% |
| Participant deferral / active EE | $860 | $4,292-80.0% | $3,560-75.8% | $5,352-83.9% |
| Admin fee / account holder | $170 | $7,403-97.7% | $4,821-96.5% | $9,541-98.2% |