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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 | $617,181 | $202,326+205.0% | $172,745+257.3% | $152,870+303.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.82% | 1029.72%-1018.9pp | 802.90%-792.1pp | 345.34%-334.5pp |
| Employer contribution / active EE | $8,903 | $5,858+52.0% | $5,144+73.1% | $4,763+86.9% |
| Participant deferral / active EE | $13,041 | $5,948+119.3% | $5,197+150.9% | $5,850+122.9% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |