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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $933,942 | $166,242+461.8% | $165,071+465.8% | $145,884+540.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.81% | 100.44%-93.6pp | 70.17%-63.4pp | 551.85%-545.0pp |
| Employer contribution / active EE | $28,333 | $5,283+436.3% | $4,347+551.7% | $4,662+507.7% |
| Participant deferral / active EE | $24,333 | $6,964+249.4% | $6,035+303.2% | $6,690+263.7% |
| Admin fee / account holder | $3 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |