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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 | $79,254 | $127,386-37.8% | $115,037-31.1% | $125,388-36.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.25% | 31.28%-29.0pp | 26.14%-23.9pp | 282.24%-280.0pp |
| Employer contribution / active EE | $1,526 | $5,166-70.5% | $4,608-66.9% | $4,866-68.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |