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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 | $141,716 | $226,135-37.3% | $182,558-22.4% | $152,909-7.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.69% | 192.60%-164.9pp | 148.59%-120.9pp | 345.46%-317.8pp |
| Employer contribution / active EE | $1,233 | $4,979-75.2% | $4,076-69.8% | $4,764-74.1% |
| Participant deferral / active EE | $16,667 | $6,371+161.6% | $5,526+201.6% | $5,851+184.8% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |