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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 | $1,848,699 | $100,938+1731.5% | $90,461+1943.6% | $158,982+1062.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.39% | 1727.20%-1732.6pp | 1294.76%-1300.2pp | 302.99%-308.4pp |
| Employer contribution / active EE | $32,500 | $3,691+780.4% | $3,264+895.7% | $4,763+582.4% |
| Participant deferral / active EE | $26,000 | $4,350+497.8% | $3,964+555.8% | $5,983+334.5% |
| Admin fee / account holder | $78 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |