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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 | $25,327 | $156,398-83.8% | $147,318-82.8% | $138,895-81.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.42% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,277 | $4,853-73.7% | $4,593-72.2% | $4,194-69.5% |
| Participant deferral / active EE | $1,410 | $8,237-82.9% | $7,906-82.2% | $6,396-78.0% |
| Admin fee / account holder | $292 | $14,976-98.0% | $13,708-97.9% | $12,562-97.7% |