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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 | $151,492 | $150,446+0.7% | $136,297+11.1% | $147,585+2.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.51% | 1049.14%-1012.6pp | 5156.19%-5119.7pp | 578.58%-542.1pp |
| Employer contribution / active EE | $19,000 | $5,256+261.5% | $4,696+304.6% | $4,876+289.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |