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Annual investment return 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 | $113,504 | $69,248+63.9% | $64,101+77.1% | $139,466-18.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.37% | 45.95%-38.6pp | 33.72%-26.4pp | 373.66%-366.3pp |
| Employer contribution / active EE | $7,062 | $3,185+121.7% | $2,749+156.9% | $4,754+48.6% |
| Participant deferral / active EE | $7,661 | $4,682+63.6% | $3,881+97.4% | $6,712+14.1% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |