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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 | $77,554 | $144,130-46.2% | $117,861-34.2% | $147,586-47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.13% | 531.20%-517.1pp | 335.11%-321.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,250 | $4,897-74.5% | $3,786-67.0% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |