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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 | $359,803 | $181,896+97.8% | $156,551+129.8% | $273,972+31.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.35% | 30.74%-30.4pp | 32.23%-31.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $4,431 | $6,248-29.1% | $5,501-19.5% | $4,869-9.0% |
| Participant deferral / active EE | $8,769 | $5,550+58.0% | $4,871+80.0% | $5,287+65.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |