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Participant contribution per participant 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 | $100,977 | $142,426-29.1% | $115,167-12.3% | $152,909-34.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 24.34% | 41.48%-17.1pp | 35.60%-11.3pp | 345.46%-321.1pp |
| Employer contribution / active EE | $4,500 | $4,011+12.2% | $3,179+41.5% | $4,764-5.5% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $232 | $8,464-97.3% | $7,089-96.7% | $11,601-98.0% |