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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 | $126,904 | $185,312-31.5% | $161,489-21.4% | $154,746-18.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.43% | 103.84%-98.4pp | 89.72%-84.3pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,817 | $4,769-61.9% | $4,268-57.4% | $4,379-58.5% |
| Participant deferral / active EE | $4,792 | $6,350-24.5% | $5,630-14.9% | $6,730-28.8% |
| Admin fee / account holder | $15 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |