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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 | $155,555-83.7% | $146,866-82.8% | $155,188-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.42% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,277 | $4,647-72.5% | $4,425-71.1% | $4,248-69.9% |
| Participant deferral / active EE | $1,410 | $8,044-82.5% | $7,759-81.8% | $6,531-78.4% |
| Admin fee / account holder | $292 | $14,755-98.0% | $13,620-97.9% | $14,480-98.0% |