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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 | $100,125+209.9% | $81,482+280.8% | $145,978+112.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.35% | 34.44%-28.1pp | 24.79%-18.4pp | 550.52%-544.2pp |
| Employer contribution / active EE | $2,256 | $2,977-24.2% | $2,463-8.4% | $4,662-51.6% |
| Participant deferral / active EE | $15,000 | $4,609+225.4% | $3,885+286.1% | $6,690+124.2% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |