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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 | $61,619 | $106,115-41.9% | $85,969-28.3% | $125,389-50.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.56% | 13.93%-18.5pp | 9.32%-13.9pp | 282.24%-286.8pp |
| Employer contribution / active EE | $4,500 | $4,537-0.8% | $3,474+29.5% | $4,866-7.5% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $219 | $8,144-97.3% | $6,053-96.4% | $9,541-97.7% |