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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,190 | $99,994-78.8% | $146,647-85.6% | $85,851-75.3% |
| Participation rate | 98.5% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.2pp |
| Annual return | 3.51% | 18.93%-15.4pp | 22.75%-19.2pp | 318.63%-315.1pp |
| Employer contribution / active EE | $2,959 | $2,559+15.6% | $4,137-28.5% | $2,565+15.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37 | $7,703-99.5% | $10,281-99.6% | $6,261-99.4% |