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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 | $141,132 | $175,231-19.5% | $149,696-5.7% | $139,466+1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,760 | $5,478-49.6% | $4,821-42.8% | $4,754-41.9% |
| Participant deferral / active EE | $8,805 | $6,521+35.0% | $5,682+55.0% | $6,712+31.2% |
| Admin fee / account holder | $26 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |