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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 | $227,596 | $167,362+36.0% | $143,799+58.3% | $134,532+69.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 22.77% | 0.47%+22.3pp | -0.04%+22.8pp | 418.27%-395.5pp |
| Employer contribution / active EE | $15,385 | $5,620+173.7% | $4,952+210.7% | $4,741+224.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |