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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 | $0 | $893,103-100.0% | $893,103-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 63.2%-63.2pp | 34.7%-34.7pp |
| Annual return | 6.52% | 10.64%-4.1pp | 10.53%-4.0pp | 12.28%-5.8pp |
| Employer contribution / active EE | $43,500 | $35,145+23.8% | $32,400+34.3% | $34,589+25.8% |
| Participant deferral / active EE | $0 | $19-100.0% | $18-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $47,656-100.0% |