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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 | $73,497 | $113,935-35.5% | $94,224-22.0% | $125,393-41.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.94% | 5.29%-6.2pp | 10.68%-11.6pp | 282.23%-283.2pp |
| Employer contribution / active EE | $1,111 | $4,727-76.5% | $3,587-69.0% | $4,866-77.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |