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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 | $198,141 | $144,124+37.5% | $117,857+68.1% | $147,585+34.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.93% | 531.17%-506.2pp | 335.09%-310.2pp | 578.57%-553.6pp |
| Employer contribution / active EE | $19,278 | $4,897+293.7% | $3,786+409.2% | $4,876+295.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $120 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |