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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 | $195,344 | $181,896+7.4% | $156,551+24.8% | $273,972-28.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.82% | 30.74%-12.9pp | 32.23%-14.4pp | 41.46%-23.6pp |
| Employer contribution / active EE | $6,273 | $6,248+0.4% | $5,501+14.0% | $4,869+28.8% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |