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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 | $0 | $198,461-100.0% | $170,436-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 5.93% | 257.30%-251.4pp | 205.94%-200.0pp | 578.57%-572.6pp |
| Employer contribution / active EE | $21,667 | $6,184+250.4% | $5,433+298.8% | $4,876+344.3% |
| Participant deferral / active EE | $8,133 | $5,629+44.5% | $4,939+64.7% | $5,439+49.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |