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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 | $248,880 | $148,629+67.5% | $135,982+83.0% | $139,487+78.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.59% | 79.33%-76.7pp | 68.32%-65.7pp | 373.84%-371.3pp |
| Employer contribution / active EE | $29,304 | $5,247+458.5% | $4,859+503.1% | $4,755+516.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |