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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $588,981 | $201,370+192.5% | $184,256+219.7% | $145,897+303.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.46% | 29.05%-28.6pp | 28.85%-28.4pp | 552.29%-551.8pp |
| Employer contribution / active EE | $6,875 | $7,024-2.1% | $6,427+7.0% | $4,663+47.4% |
| Participant deferral / active EE | $12,500 | $9,808+27.4% | $9,133+36.9% | $6,689+86.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |