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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,822 | $202,342-87.2% | $172,752-85.1% | $152,897-83.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.09% | 1029.83%-1004.7pp | 802.97%-777.9pp | 345.43%-320.3pp |
| Employer contribution / active EE | $3,065 | $5,858-47.7% | $5,144-40.4% | $4,764-35.7% |
| Participant deferral / active EE | $4,138 | $5,948-30.4% | $5,198-20.4% | $5,851-29.3% |
| Admin fee / account holder | $178 | $17,111-99.0% | $13,955-98.7% | $11,599-98.5% |