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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 | $71,750 | $127,387-43.7% | $115,038-37.6% | $125,389-42.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.17% | 31.28%-26.1pp | 26.14%-21.0pp | 282.24%-277.1pp |
| Employer contribution / active EE | $1,100 | $5,166-78.7% | $4,608-76.1% | $4,866-77.4% |
| Participant deferral / active EE | $1,650 | $6,423-74.3% | $6,026-72.6% | $5,352-69.2% |
| Admin fee / account holder | $137 | $9,516-98.6% | $8,175-98.3% | $9,541-98.6% |