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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 | $18,555 | $87,166-78.7% | $76,735-75.8% | $137,256-86.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 7.24% | 26.50%-19.3pp | 29.77%-22.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $872 | $2,904-70.0% | $2,454-64.5% | $4,156-79.0% |
| Participant deferral / active EE | $2,606 | $4,726-44.9% | $4,088-36.3% | $6,407-59.3% |
| Admin fee / account holder | $10 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |