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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 | $126,216 | $183,592-31.3% | $155,574-18.9% | $145,877-13.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.11% | 61.37%-57.3pp | 64.87%-60.8pp | 551.28%-547.2pp |
| Employer contribution / active EE | $1,658 | $5,317-68.8% | $4,676-64.5% | $4,663-64.4% |
| Participant deferral / active EE | $8,561 | $6,466+32.4% | $5,629+52.1% | $6,691+28.0% |
| Admin fee / account holder | $14 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |