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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 | $242,597 | $160,070+51.6% | $147,117+64.9% | $145,897+66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.36% | 98.69%-91.3pp | 420.54%-413.2pp | 552.29%-544.9pp |
| Employer contribution / active EE | $13,031 | $5,285+146.6% | $4,932+164.2% | $4,663+179.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |