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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 | $47,098 | $199,109-76.3% | $173,730-72.9% | $154,746-69.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.09% | 20.02%-13.9pp | 19.96%-13.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $5,153 | $5,311-3.0% | $4,577+12.6% | $4,379+17.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $276 | $20,916-98.7% | $17,523-98.4% | $14,365-98.1% |