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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 | $96,318 | $202,345-52.4% | $172,755-44.2% | $152,885-37.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | -89.47% | 1029.77%-1119.2pp | 802.94%-892.4pp | 345.39%-434.9pp |
| Employer contribution / active EE | $14,669 | $5,858+150.4% | $5,144+185.2% | $4,763+208.0% |
| Participant deferral / active EE | $13,072 | $5,948+119.8% | $5,198+151.5% | $5,851+123.4% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |