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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 | $36,508 | $81,664-55.3% | $70,476-48.2% | $158,966-77.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.60% | 208.59%-197.0pp | 109.12%-97.5pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,336 | $3,219-58.5% | $2,738-51.2% | $4,762-72.0% |
| Participant deferral / active EE | $1,971 | $4,556-56.8% | $3,710-46.9% | $5,983-67.1% |
| Admin fee / account holder | $35 | $6,197-99.4% | $3,847-99.1% | $11,250-99.7% |