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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 | $17,907 | $160,028-88.8% | $147,080-87.8% | $145,884-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.10% | 98.60%-100.7pp | 420.17%-422.3pp | 551.85%-553.9pp |
| Employer contribution / active EE | $3,340 | $5,286-36.8% | $4,933-32.3% | $4,662-28.4% |
| Participant deferral / active EE | $9,340 | $8,422+10.9% | $8,066+15.8% | $6,690+39.6% |
| Admin fee / account holder | $176 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |