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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 | $200,381 | $227,597-12.0% | $189,575+5.7% | $167,536+19.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.78% | 78.44%-66.7pp | 64.19%-52.4pp | 478.82%-467.0pp |
| Employer contribution / active EE | $25,750 | $5,316+384.4% | $4,412+483.6% | $4,839+432.1% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.2% | $6,342+309.9% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |