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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 | $109,268 | $90,606+20.6% | $79,466+37.5% | $135,379-19.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.75% | 977.69%-984.4pp | 718.28%-725.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $243 | $3,068-92.1% | $2,800-91.3% | $4,779-94.9% |
| Participant deferral / active EE | $250 | $4,050-93.8% | $3,704-93.3% | $5,609-95.5% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |