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Employer 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 | $0 | $430,769-100.0% | $253,352-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 83.3%-83.3pp | 90.6%-90.6pp |
| Annual return | 12.43% | 10.77%+1.7pp | 2.76%+9.7pp | 10.77%+1.7pp |
| Employer contribution / active EE | $3,950 | $26,022-84.8% | $14,730-73.2% | $26,022-84.8% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $0 | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $966-100.0% | $18,309-100.0% |