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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 | $74,787 | $157,296-52.5% | $141,191-47.0% | $152,897-51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.79% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,918 | $5,262-63.6% | $4,736-59.5% | $4,764-59.7% |
| Participant deferral / active EE | $6,699 | $7,111-5.8% | $6,710-0.2% | $5,851+14.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |