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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 | $23,471 | $88,707-73.5% | $74,184-68.4% | $273,972-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.77% | 11.94%-9.2pp | 17.74%-15.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $927 | $3,159-70.7% | $2,370-60.9% | $4,869-81.0% |
| Participant deferral / active EE | $509 | $4,212-87.9% | $3,550-85.7% | $5,287-90.4% |
| Admin fee / account holder | $156 | $8,717-98.2% | $5,586-97.2% | $10,133-98.5% |