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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 | $310,255 | $100,004+210.2% | $81,438+281.0% | $145,959+112.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.35% | 34.34%-28.0pp | 24.74%-18.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $2,256 | $2,970-24.0% | $2,460-8.3% | $4,661-51.6% |
| Participant deferral / active EE | $15,000 | $4,603+225.8% | $3,883+286.3% | $6,689+124.3% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |