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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $496,743 | $102,638+384.0% | $81,982+505.9% | $158,982+212.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | -5.73% | 61.05%-66.8pp | 41.31%-47.0pp | 302.99%-308.7pp |
| Employer contribution / active EE | $10,000 | $3,241+208.6% | $2,498+300.3% | $4,763+110.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $8,237-99.3% | $5,665-98.9% | $11,252-99.5% |